Hunter Fan Company Retirement Savings Plan
Sponsored by Hunter Fan Company · EIN 621218702 · Plan #003
- Total assets
- $30.8M
- Net assets
- $30.8M
- Active participants
- 201
- With balances
- 324
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 | Consulting (general), Investment advisory (plan) | $64,031 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $28,854 |
| Morgan Stanley Smith | Investment advisory (plan) | $15,253 |