Swift & Staley Governmental Services 401(k) Plan
Sponsored by Swift & Staley Inc. · EIN 610953661 · Plan #002
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 161
- With balances
- 171
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 advisory (plan) | $23,279 |
| Capital Group Retirement Plan Svcs | Recordkeeping fees | $19,869 |
| Retirement Management Services, Llc | Contract administrator | $7,975 |