Attivo 401(k) Retirement Plan
Sponsored by Attivo Marketing Services, Llc · EIN 384300319 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 122
- With balances
- 132
Plan year beginning 05/15/2024 · 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $4,186 |
| Morgan Stanley | Investment advisory (plan) | $2,691 |