Central Outreach Wellness Center, Llc 401(k) Profit Sharing Plan
Sponsored by Central Outreach Wellness Center, Llc · EIN 472881840 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 170
- With balances
- 262
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 |
|---|---|---|
| Morgan Stanley Smith Barney, Llc | Investment advisory (participants), Account maintenance fees | $17,768 |