Peri & Sons Farms, Inc. 401(k) Ps Plan 002
Sponsored by Peri & Sons Farms, Inc. · EIN 880175412 · Plan #002
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 415
- With balances
- 275
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) | $139,094 |
| Empower Annuity Insurance Company | Recordkeeping fees | $14,845 |