Shelby Gravel, Inc. Employee 401(k) Retirement Plan
Sponsored by Shelby Gravel, Inc. · EIN 350903596 · Plan #002
- Total assets
- $32.9M
- Net assets
- $32.9M
- Active participants
- 250
- With balances
- 288
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) | $74,854 |
| Empower Annuity Insurance Company | Recordkeeping fees | $44,569 |
| Mcgladrey Llp | Accounting | $34,545 |
| American Pension Advisors, Ltd. | Contract administrator | $800 |