AUMdb

Aireco Supply 401(k) Profit Sharing Plan

Sponsored by Aireco Supply, Inc. · EIN 520948094 · Plan #001

Total assets
$29.8M
Net assets
$29.8M
Active participants
268
With balances
251

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) $51,315
Empower Annuity Insurance Company O Recordkeeping fees $2,433