Wilson, Elser, Moskowitz, Edelman & Dicker Llp Partners' Defined Contribution Plan
Sponsored by Wilson, Elser, Moskowitz, Edelman & Dicker Llp · EIN 132679447 · Plan #102
- Total assets
- $57.9M
- Net assets
- $57.9M
- Active participants
- 314
- With balances
- 366
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Dolan Mceniry Capital Management Llc CRD 108658 | 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), Investment advisory (plan), Securities brokerage | $228,732 |
| Broadridge/Matrix Trust Company | Trustee (institutional), Direct payment from the plan | $51,515 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $48,100 |
| Dolan Mceniry Capital Management | Investment advisory (plan), Direct payment from the plan | $46,201 |
| Connors | Investment advisory (plan), Direct payment from the plan | $25,308 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |