AUMdb

Select Sires, Inc. 401(k) Plan

Sponsored by Select Sires, Inc. · EIN 310717091 · Plan #002

Total assets
$32.9M
Net assets
$32.9M
Active participants
326
With balances
316

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Copying and duplicating, Participant loan processing $58,627
Morgan Stanley Smith Barney Investment advisory (plan), Direct payment from the plan $25,000
Matrix Trust Custodial (securities), Trustee (directed), Direct payment from the plan $16,555
Esler & Vanderschaff Legal, Insurance services, Direct payment from the plan $676