Traxys North America Llc 401(k) And Profit Sharing Plan
Sponsored by Traxys North America Llc · EIN 205425335 · Plan #002
- Total assets
- $48.3M
- Net assets
- $48.3M
- Active participants
- 134
- 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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (participants) | $56,034 |
| Pkf O'conner | Accounting | $23,500 |
| Fidelity Investments Instituational | Participant loan processing, Recordkeeping fees, Account maintenance fees | $21,675 |
| The Benefit Practice | Consulting (general) | $16,054 |