Cheyenne 401(k) Plan
Sponsored by North Bay Associates, Llc · EIN 920574866 · Plan #001
- Total assets
- $23.2M
- Net assets
- $23.2M
- Active participants
- 51
- With balances
- 92
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), Other investment fees and expenses, Direct payment from the plan | $42,036 |
| Morningstar | Investment advisory (plan), Investment advisory (participants) | $3,644 |