Dz Bank Ag, New York Branch 401 K Savings And Investment Plan
Sponsored by Dz Bank Ag, New York Branch · EIN 132847358 · Plan #002
- Total assets
- $71.4M
- Net assets
- $71.4M
- Active participants
- 69
- With balances
- 135
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 | $46,828 |
| Sentinel Benefits Group Llc | Recordkeeping, Legal, Valuation | $33,625 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $9,580 |