Genesis Ob/Gyn 401 K Profit Sharing Plan & Trust
Sponsored by Genesis Ob/Gyn, P.C. · EIN 261120011 · Plan #001
- Total assets
- $32.7M
- Net assets
- $32.7M
- Active participants
- 222
- With balances
- 293
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 (participants), Investment advisory (plan), Participant communication | $60,449 |
| Mvp Plan Administrators, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $44,234 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $3,245 |