Tgt Enterprises, Inc. 401(k) Plan
Sponsored by Tgt Enterprises Inc. Dba Anderson · EIN 953246672 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 156
- With balances
- 179
Plan year beginning 10/01/2024 · 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) | $39,161 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $27,882 |
| Pension Assurance Llp | Accounting | $9,500 |