403(b) Plan For Head Injury Association Inc.
Sponsored by Head Injury Association Inc. · EIN 112946185 · Plan #003
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 414
- With balances
- 195
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
| Focused Wealth Management, Inc. CRD 154828 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance | Recordkeeping fees | $22,137 |
| Morgan Stanley | Investment advisory (plan) | $10,061 |
| Focused Wealth Management | Investment advisory (plan) | $8,757 |
| Empower Advisory Group, Llc | Investment management | $3,328 |