The Faison Center, Inc. Employees' Retirement Plan
Sponsored by The Faison Center, Inc. · EIN 030387451 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 298
- With balances
- 450
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 |
|---|---|---|
| Nationwide Life Ins Co | Recordkeeping, Custodial (other), Recordkeeping fees | $17,474 |
| Proaccount | Investment advisory (participants) | $5,815 |
| Ab&D Co | Contract administrator, Recordkeeping, Consulting (pension) | $2,032 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $0 |