F. Gavina & Sons, Inc. 401(k) Profit Sharing Plan
Sponsored by F. Gavina & Sons, Inc. · EIN 952922751 · Plan #002
- Total assets
- $40.3M
- Net assets
- $40.3M
- Active participants
- 265
- With balances
- 324
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), Other investment fees and expenses, Direct payment from the plan | $34,120 |
| Empower Annuity Insurance Company | Recordkeeping fees | $760 |
| Snowden Account Service, Inc. | Securities brokerage | $0 |