Allen Matkins Cash Balance Pension Plan Iii
Sponsored by Allen Matkins Leck Gamble Mallory & Natsis Llp · EIN 953605309 · Plan #007
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 123
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
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 Llc | Investment management, Securities brokerage, Direct payment from the plan | $27,148 |
| First State Trust Company | Shareholder servicing fees, Sub-transfer agency fees, Distribution (12b-1) fees | $8,250 |