Fields Profit Sharing And Savings Plan
Sponsored by M. E. Fields, Inc. · EIN 362713672 · Plan #001
- Total assets
- $95.1M
- Net assets
- $94.8M
- Active participants
- 2,087
- With balances
- 1,085
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 Smith Barney Llc | Investment advisory (plan) | $137,955 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $117,121 |
| Miller Cooper & Co., Ltd | Accounting | $11,000 |