AUMdb

Sicpa Securink Corporation Pre Tax Savings And Retirement Plan

Sponsored by Sicpa Securink Corporation · EIN 521601594 · Plan #002

Total assets
$65.1M
Net assets
$65.1M
Active participants
180
With balances
264

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 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Global Investment management, Direct payment from the plan $69,000
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $65,950
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $89