Klein's Shoprite Of Maryland 401(k) Profit Sharing Plan
Sponsored by Klein's Shoprite Of Maryland · EIN 521148138 · Plan #001
- Total assets
- $32.2M
- Net assets
- $32.2M
- Active participants
- 701
- With balances
- 700
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $96,392 |
| Morgan Stanley | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $51,275 |