Carrier Johnson 401(k) Retirement Savings Plan
Sponsored by Carrier Johnson · EIN 953138414 · Plan #002
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 64
- With balances
- 120
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 |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $16,898 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $9,299 |