Baha Industries Corp. D/B/A Open Systems Technologies 401(k) Plan
Sponsored by Baha Industries Corp. D/B/A Open Systems Technologies · EIN 133926270 · Plan #001
- Total assets
- $28.5M
- Net assets
- $28.4M
- Active participants
- 330
- With balances
- 279
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $70,344 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $61,900 |
| The Benefit Practice | Contract administrator, Direct payment from the plan, Other services | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |