Cullen And Dykman Savings Plan Ii
Sponsored by Cullen & Dykman, Llp · EIN 110658700 · Plan #004
- Total assets
- $42.5M
- Net assets
- $42.5M
- Active participants
- 152
- With balances
- 191
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 |
|---|---|---|
| Grassi & Co Cpas Pc | Accounting | $43,376 |
| Morgan Stanley | Investment advisory (plan) | $19,097 |
| Usi Consulting Group Inc | Other fees | $5,015 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Direct payment from the plan, Recordkeeping | $879 |