Saker Shoprites, Inc. Local 360 Ee's Ret Plan
Sponsored by Saker Shoprites, Inc. · EIN 221729304 · Plan #106
- Total assets
- $27.6M
- Net assets
- $27.6M
- Active participants
- 631
- With balances
- 0
Plan year beginning 01/01/2024
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 Smith Barney Llc | Investment advisory (plan), Securities brokerage, Direct payment from the plan | $150,326 |
| Acrisure | Actuarial, Consulting (pension) | $112,500 |
| Withumsmith+Brown Pc | Accounting | $17,160 |
| Office Of Compliant Administration | Plan administrator | $5,030 |