Mony Life Retirement Income Security Plan For Employees
Sponsored by Equitable Holdings, Inc · EIN 900226248 · Plan #001
- Total assets
- $201M
- Net assets
- $195M
- Active participants
- 174
- With balances
- 0
Plan year beginning 01/01/2024
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 | Custodial (securities), Investment management, Direct payment from the plan | $500,742 |
| Milliman, Inc. | Actuarial, Direct payment from the plan | $300,728 |
| Equitable | Other services, Direct payment from the plan | $101,965 |
| Pricewaterhousecoopers Llp | Accounting, Direct payment from the plan | $70,000 |
| Alight Solutions | Recordkeeping, Direct payment from the plan | $23,271 |
| Northern Trust | Contract administrator, Direct payment from the plan | $19,731 |