Monica Perlman, Md, Inc. 401(k) Plan
Sponsored by Monica Perlman, Md, Inc. · EIN 202138632 · Plan #002
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 386
- With balances
- 153
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 | Investment advisory (plan) | $29,016 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $1,695 |