AUMdb

Tec Equipment, Inc. 401(k) Plan

Sponsored by Tec Equipment, Inc. · EIN 930813564 · Plan #001

Total assets
$84.2M
Net assets
$84.2M
Active participants
1,203
With balances
1,557

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
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $176,064
Morgan Stanley Global Investment advisory (plan), Direct payment from the plan $49,147