The Darwill, Inc. Profit Sharing And Savings Plan
Sponsored by Darwill, Inc. · EIN 362516066 · Plan #002
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 245
- With balances
- 360
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 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman,Inc. | Recordkeeping, Consulting (general), Participant loan processing | $60,184 |
| Morgan Stanley & Co. Llc | Investment advisory (plan), Direct payment from the plan | $28,136 |
| Matrix Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $11,656 |