Brain & Spine Medical Services, Pllc 401(k) Profit Sharing Plan
Sponsored by Brain & Spine Medical Services, Pllc · EIN 161583997 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 146
- With balances
- 116
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 | Investment advisory (plan) | $19,000 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $18,740 |