Brach's Confections, Inc. Retirement Plan
Sponsored by Barry Callebaut Usa Service Company, Inc. · EIN 363484272 · Plan #002
- Total assets
- $49.5M
- Net assets
- $49.5M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
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 Smith Barney Llc | Custodial (securities), Trustee (institutional), Investment advisory (plan) | $300,021 |
| Aon Consulting Inc. | Actuarial, Claims processing, Recordkeeping | $276,794 |
| Bmo Trust And Custody | Custodial (securities), Trustee (institutional) | $24,739 |