AUMdb

Endeavor Managed Services 401(k) Plan

Sponsored by Endeavor Managed Services · EIN 862885959 · Plan #001

Total assets
$8.2M
Net assets
$8.2M
Active participants
69
With balances
300

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $20,982
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $3,245
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Other services $0