Km Supermarkets, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Km Supermarkets, Inc. · EIN 411574070 · Plan #002
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 151
- With balances
- 105
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $19,707 |
| Alerus Financial, N.A. | Recordkeeping, Custodial (securities) | $0 |