Bay Ship & Yacht Company 401(k) Profit Sharing Plan
Sponsored by Bay Ship And Yacht Company · EIN 943129531 · Plan #001
- Total assets
- $35.4M
- Net assets
- $35.4M
- Active participants
- 368
- With balances
- 523
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $62,847 |
| Singer Lewak Llp | Accounting | $35,650 |
| Empower Advisory Group, Llc | Investment management | $28,019 |
| Uniglobal Pension Planning, Inc | Contract administrator | $26,997 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $0 |