AUMdb

Young's Holdings, Inc. 401(k) Plan

Sponsored by Young's Holdings, Inc. · EIN 954275261 · Plan #001

Total assets
$39.0M
Net assets
$39.0M
Active participants
309
With balances
442

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
Morgan Stanley Investment advisory (plan) $54,530
Empower Annuity Insurance Company O Recordkeeping fees $0