Edward Rose Building Enterprise 401(k) Plan
Sponsored by Edward Rose Building Enterprise, Llc · EIN 843810548 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 2,481
- With balances
- 2,685
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 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $70,045 |
| Morgan Stanley & Co. Inc | Investment advisory (plan) | $50,000 |
| Rehmann Robson Llc | Accounting | $21,000 |