Stimpson Employee 401(k) Plan
Sponsored by Edwin B. Stimpson Company, Inc. · EIN 111373230 · Plan #002
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 179
- With balances
- 216
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 management, Named fiduciary, Consulting fees | $32,000 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $26,176 |
| Grassi & Co., Cpas, P.C. | Accounting, Direct payment from the plan | $20,293 |