Retirement Plan For Employees Of Walsworth Publishing Company, Inc.
Sponsored by Walsworth Publishing Company, Inc. · EIN 430718484 · Plan #001
- Total assets
- $43.3M
- Net assets
- $42.7M
- Active participants
- 22
- With balances
- 0
Plan year beginning 01/01/2024
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 management, Direct payment from the plan, Investment management fees (direct) | $173,133 |
| Bank Of Oklahoma, N.A. | Direct payment from the plan, Trustee (institutional) | $28,998 |