AUMdb

Nesn Retirement Plan

Sponsored by New England Sports Network Limited Partnership · EIN 042785301 · Plan #001

Total assets
$18.1M
Net assets
$18.1M
Active participants
54
With balances
0

Plan year beginning 01/01/2024

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 Custodial (securities), Investment advisory (plan), Securities brokerage $51,882
First State Trust Company Trustee (institutional), Trustee (directed), Direct payment from the plan $14,899