Demoulas (Restated) Profit Sharing Plan & Trust
Sponsored by Demoulas Super Markets, Inc. · EIN 042323411 · Plan #001 · Tewksbury, MA
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 14,883
- With balances
- 19,337
Plan year beginning 01/01/2024 · Profit-sharing
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 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Recordkeeping, Custodial (securities), Investment advisory (plan) | $2,061,739 |
| Ubs Financial Services Inc | Investment advisory (plan), Securities brokerage commissions | $1,335,804 |
| Empower Annuity Insurance Co | Contract administrator | $52,544 |
| Rsm Us, Llp | Accounting | $42,446 |
| Morgan Stanley Sb Llc Other Rep Ind | Other services, Other fees | $0 |
| Ubs Fincl Svcs Inc Oth Rep Indirect | Other fees | $0 |