AUMdb

Western Beef Retail, Inc. 401(k) Profit Sharing Plan

Sponsored by Western Beef Retail, Inc · EIN 112778081 · Plan #001

Total assets
$28.5M
Net assets
$28.4M
Active participants
2,038
With balances
769

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 Smith Barney Investment advisory (plan) $49,101
Pentegra Services Inc Contract administrator $43,802