Ef Education 401 K Retirement Savings Plan
Sponsored by Ef Services, Inc. · EIN 043534772 · Plan #001 · Cambridge, MA
- Total assets
- $230M
- Net assets
- $230M
- Active participants
- 2,624
- With balances
- 2,969
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) | $70,116 |
| Tss Financial Partners, Llp | Accounting | $17,600 |
| Tyler, Simms & St. Sauveur, Cpas | Accounting | $12,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$255,668 |