Paul Burrell Management, Inc. 401(k) Plan
Sponsored by Paul Burrell Management, Inc. · EIN 262916376 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 376
- With balances
- 253
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $25,356 |
| Morgan Stanley | Investment advisory (plan) | $8,777 |
| Acuff & Associates Inc | Contract administrator | $3,022 |
| Empower Advisory Group, Llc | Investment management | $2,694 |
| Leafhouse Financial Advisors, Llc | Other fees | $5 |