Cpi Aerostructures 401(k) Plan
Sponsored by Cpi Aerostructures, Inc. · EIN 112520310 · Plan #002
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 215
- With balances
- 264
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 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $59,405 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $36,745 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |