AUMdb

Marketcast Llc 401(k) Plan

Sponsored by Marketcast Llc · EIN 900846314 · Plan #001

Total assets
$56.3M
Net assets
$56.3M
Active participants
366
With balances
794

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 Smith Barney Llc Investment advisory (participants) $120,943
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $52,404