Vorys, Sater, Seymour And Pease Llp Cash Balance Pension Plan
Sponsored by Vorys, Sater, Seymour And Pease Llp · EIN 314333125 · Plan #005
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 189
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
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 |
|---|---|---|
| Usi Consulting Group | Actuarial, Consulting (pension), Direct payment from the plan | $94,978 |
| Morgan Stanley | Investment management, Direct payment from the plan, Investment management fees (direct) | $33,765 |
| Clark, Schaefer, Hackett, & Co. | Accounting, Direct payment from the plan | $15,000 |
| Schwab Retirement Plan Services | Direct payment from the plan, Recordkeeping fees | $14,322 |