Digestive Specialists, Inc./Digestive Endoscopy Center, Llc 401(k) Profit Sharing Plan
Sponsored by Digestive Specialists, Inc. · EIN 310785715 · Plan #002
- Total assets
- $38.1M
- Net assets
- $38.1M
- Active participants
- 133
- With balances
- 180
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 Llc | Investment advisory (plan) | $85,226 |
| Dynamic Pension Services, Inc. | Contract administrator | $13,854 |
| Matrix Trust Company | Custodial (securities) | $12,741 |
| Mwg Retirement Plan Services, Llc | Recordkeeping fees | $8,371 |