Aztec Shops, Ltd. Retirement Plan
Sponsored by Aztec Shops, Ltd. · EIN 950516240 · Plan #002
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 300
- With balances
- 142
Plan year beginning 07/01/2024 · 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 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $45,672 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $15,556 |