Southwestern Community Action Council, Inc. Retirement Income Plan
Sponsored by Southwestern Community Action Council, Inc. · EIN 550488202 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 1
- With balances
- 0
Plan year beginning 01/01/2024
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 Global Banking Oper | Investment advisory (plan), Investment management, Investment management fees (direct) | $49,312 |
| Metro Benefits, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $30,506 |
| Penchecks Trust Company Of America | Direct payment from the plan, Other fees | $7,886 |