Eastern Research Group, Inc. Cash Or Deferred Profit Sharing Plan
Sponsored by Eastern Research Group, Inc. · EIN 042807100 · Plan #001
- Total assets
- $218M
- Net assets
- $218M
- Active participants
- 731
- With balances
- 990
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), Direct payment from the plan | $127,731 |
| Sentinel Benefits Group, Inc. | Recordkeeping, Direct payment from the plan, Sub-transfer agency fees | $124,433 |
| National Financial Services Llc | Custodial (securities), Direct payment from the plan | $27,995 |