Directions Research, Inc. 401(k) Profit Sharing Plan
Sponsored by Directions Research, Inc. · EIN 311236894 · Plan #001
- Total assets
- $52.5M
- Net assets
- $52.5M
- Active participants
- 190
- With balances
- 239
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 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $56,558 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $26,391 |