Engineering Specialists, Inc. 401(k) Savings Plan
Sponsored by Engineering Specialists, Inc. · EIN 391208480 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 126
- With balances
- 163
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 · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morganstanley Smithbarney Llc | Investment advisory (participants) | $37,300 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $26,897 |