Goulston & Storrs Associates' 401(k) Profit Sharing Plan And Trust
Sponsored by Goulston & Storrs Pc · EIN 042738098 · Plan #006
- Total assets
- $22.1M
- Net assets
- $22.1M
- Active participants
- 101
- With balances
- 144
Plan year beginning 04/01/2024 · 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 |
|---|---|---|
| Pricewaterhousecoopers Llp | Accounting | $32,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $10,746 |
| Morgan Stanley | Investment advisory (plan) | $7,302 |