Shaklee Corporation Pension Plan
Sponsored by Shaklee Corporation · EIN 943389365 · Plan #002
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 34
- 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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Benefit Services | Actuarial | $123,240 |
| Morgan Stanley | Investment advisory (plan) | $73,183 |
| Withum Smith Brown, Pc | Accounting | $19,095 |
| Moss Adams Llp | Accounting | $15,300 |
| First State Trust Compan | Claims processing, Trustee (institutional), Direct payment from the plan | $11,388 |