Hunter Fan Company Pension Plan
Sponsored by Hunter Fan Company · EIN 621218702 · Plan #001
- Total assets
- $17.1M
- Net assets
- $17.1M
- Active participants
- 23
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $64,133 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $54,115 |