Calcium + Company, Llc 401(k) Plan
Sponsored by Calcium + Company, Llc · EIN 464352686 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 125
- With balances
- 195
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $61,482 |
| Morgan Stanley | Investment advisory (plan) | $29,081 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $85 |
| The Paragon Alliance Group Llc | Contract administrator | $0 |