Shelter Products, Inc. Savings Plan And Trust
Sponsored by Shelter Products, Inc. · EIN 911827267 · Plan #001
- Total assets
- $51.4M
- Net assets
- $51.4M
- Active participants
- 91
- With balances
- 142
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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $97,763 |
| Morgan Stanley | Investment management, Direct payment from the plan, Investment management fees (direct) | $30,000 |
| Geffen Mesher & Co. Pc | Accounting, Direct payment from the plan | $28,925 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |