Office Ally, Inc. 401(k) Profit Sharing Plan
Sponsored by Office Ally, Inc. · EIN 330897513 · Plan #001
- Total assets
- $18.7M
- Net assets
- $18.7M
- Active participants
- 240
- With balances
- 327
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 | $37,145 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $15,402 |