Essentra Usa Retirement Plan
Sponsored by Essentra Holdings Corporation · EIN 541863320 · Plan #001
- Total assets
- $42.9M
- Net assets
- $42.8M
- Active participants
- 0
- 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 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting | Actuarial | $244,779 |
| Morgan Stanley Smith Barney Hld Llc | Investment advisory (participants) | $241,562 |
| First State Trust Company | Trustee (institutional), Direct payment from the plan | $66,578 |
| Keiter Stephens Hurst Gary Shreaves | Accounting | $18,162 |