Filtec 401(k) Plan
Sponsored by Industrial Dynamics Co. Ltd · EIN 952099682 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 82
- With balances
- 141
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 (plan), Investment management | $24,019 |
| Hutchinson & Bloodgood Llp | Accounting | $13,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $3,793 |