Marwood Group & Co. Usa Llc 401(k) Plan
Sponsored by Marwood Group & Co. Usa Llc · EIN 113570166 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 179
- With balances
- 238
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 |
|---|---|---|
| Newport Trust Company | Trustee (institutional), Trustee (directed) | $56,608 |
| Morgan Stanley | Investment advisory (plan) | $37,328 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Investment advisory (plan) | $16,171 |