AUMdb

Environmental Restoration 401(k) Profit Sharing Plan

Sponsored by Environmental Restoration L.L.C. · EIN 431799942 · Plan #001

Total assets
$26.1M
Net assets
$26.1M
Active participants
333
With balances
334

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 · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Global Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $38,596
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $30,004