Itineris Na, Inc. 401(k) P/S Plan
Sponsored by Itineris Na, Inc. · EIN 271791662 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 122
- With balances
- 124
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $28,696 |
| John Hancock Retirement Plan Svs | Account maintenance fees, Recordkeeping fees, Recordkeeping | $6,827 |