AUMdb

Vermont Gas Systems, Inc. 401(k) Plan

Sponsored by Vermont Gas Systems, Inc. · EIN 030228680 · Plan #002

Total assets
$37.1M
Net assets
$37.1M
Active participants
152
With balances
201

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 Investment management, Direct payment from the plan, Investment management fees (direct) $89,037
Oneamerica Retirement Services, Llc Recordkeeping, Participant loan processing, Participant communication $42,008
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0