AUMdb

Ten Gun Design 401(k) Plan

Sponsored by Ten Gun Design · EIN 311474630 · Plan #001

Total assets
$14.2M
Net assets
$14.2M
Active participants
99
With balances
161

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 (plan), Direct payment from the plan $28,758
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $16,261
Morgan Stanley Attn James Russo Investment advisory (plan), Direct payment from the plan $8,490