Forefront Dermatology Cash Balance Pension Plan
Sponsored by Forefront Dermatology, S.C. · EIN 391351587 · Plan #004
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 337
- 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 | Investment advisory (plan), Securities brokerage, Securities brokerage commissions | $77,417 |