Fisherbroyles, Llp 401(k) Plan
Sponsored by Fisherbroyles, Llp · EIN 562332885 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 306
- With balances
- 151
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 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $45,501 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $37,647 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other fees | $27,598 |