O'connell Electric Company, Inc. 401(k) Profit Sharing Plan
Sponsored by O'connell Electric Co. · EIN 160950645 · Plan #002
- Total assets
- $57.6M
- Net assets
- $57.6M
- Active participants
- 186
- With balances
- 271
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 |
|---|---|---|
| Burke Group | Recordkeeping, Consulting (general), Direct payment from the plan | $49,721 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $33,458 |
| Newport Group | Custodial (securities), Trustee (institutional), Trustee (directed) | $4,140 |