Farrell Distributing Corporation 401(k) Plan
Sponsored by The Farrell Distributing Corporation · EIN 030214188 · Plan #003
- Total assets
- $44.2M
- Net assets
- $44.2M
- Active participants
- 300
- With balances
- 348
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 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global Banking | Investment advisory (plan), Direct payment from the plan | $26,250 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $8,750 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $1,046 |