AUMdb

Engineers Construction, Inc 401(k) Profit Sharing Plan

Sponsored by Engineers Construction, Inc. · EIN 030218743 · Plan #001

Total assets
$22.1M
Net assets
$22.1M
Active participants
203
With balances
248

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 $72,176
Newport Group, Inc. Participant loan processing, Recordkeeping, Recordkeeping fees $31,220