AUMdb

Golden State Medical Supply, Inc. 401(k) Plan

Sponsored by Golden State Medical Supply, Inc. · EIN 954226167 · Plan #001

Total assets
$11.1M
Net assets
$11.1M
Active participants
243
With balances
266

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $35,529
Morgan Stanley Investment advisory (plan), Direct payment from the plan $20,082