Perr & Knight 401(k) Plan
Sponsored by Perr & Knight, Inc. · EIN 954511033 · Plan #001
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 149
- With balances
- 183
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (participants) | $101,828 |
| Actuarial Benefits Corp | Actuarial | $30,593 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $14,145 |
| Anders Minkler Huber & Helm Llp | Accounting | $10,800 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $554 |