Highlights Family Of Companies Retirement Plan
Sponsored by Highlights For Children, Inc. · EIN 314358280 · Plan #001
- Total assets
- $73.3M
- Net assets
- $73.3M
- Active participants
- 411
- With balances
- 661
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $32,396 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $30,000 |
| Clark Schaefer Hackett | Accounting | $16,250 |
| Morgan Stanley Global Banking Oper | Investment advisory (plan) | $10,000 |