California Sierra Express, Inc. 401(k) Profit Sharing Plan
Sponsored by California Sierra Express, Inc. · EIN 880250102 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 157
- With balances
- 152
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $16,471 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,366 |
| Empower Advisory Group, Llc | Investment management | $9,104 |