AUMdb

Med South, Inc. 401(k) Savings Plan

Sponsored by Med South, Inc. · EIN 630714407 · Plan #001

Total assets
$3.9M
Net assets
$3.9M
Active participants
325
With balances
203

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $40,683
Morgan Stanley Global Investment advisory (plan), Direct payment from the plan $17,225