Delaware North Companies 401(k) Union Plan
Sponsored by Delaware North Companies, Incorporated · EIN 160994528 · Plan #007
- Total assets
- $60.5M
- Net assets
- $60.5M
- Active participants
- 2,534
- With balances
- 2,447
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 · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Participant loan processing, Float revenue | $184,960 |
| Morganstanley Smithbarney | Direct payment from the plan, Investment advisory (plan) | $15,000 |