Debartolo Holdings Retirement Plan
Sponsored by Debartolo Holdings, Llc · EIN 522262655 · Plan #001
- Total assets
- $31.7M
- Net assets
- $31.7M
- Active participants
- 133
- With balances
- 145
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 |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $60,345 |
| Nationwide | Investment management, Shareholder servicing fees | $5,998 |
| Nationwide | Recordkeeping, Recordkeeping fees, Other fees | $489 |
| Morgan Stanley Smith Barney Llc | Investment management, Shareholder servicing fees | $0 |
| Morgan Stanley Smith Barney Ll | Investment management, Shareholder servicing fees | $0 |
| Morgan Stanley Smith Barney Ll | Investment management, Shareholder servicing fees | $0 |