Eliassen Group, Llc 401(k) Plan
Sponsored by Eliassen Group, Llc. · EIN 043097449 · Plan #001
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 2,790
- With balances
- 2,528
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) | $234,808 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$19,475 |