Drew Eckl & Farnham Retirement Plan
Sponsored by Drew Eckl & Farnham Llp · EIN 581498894 · Plan #003
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 95
- With balances
- 131
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), Other investment fees and expenses, Direct payment from the plan | $12,926 |
| Morgan Stanley Smith, Llc | Securities brokerage, Securities brokerage commissions, Direct payment from the plan | $2,680 |
| Morgan Stanley Smith Barney | Other services, Finders' fees/placement fees, Direct payment from the plan | $810 |
| Morgan Stanley Smith Barney | Securities brokerage, Securities brokerage commissions, Direct payment from the plan | $62 |