A&B Enhanced Partner Cash Balance Pension Plan
Sponsored by Alston & Bird Llp · EIN 580137615 · Plan #021
- Total assets
- $145M
- Net assets
- $145M
- Active participants
- 368
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
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 | Investment advisory (plan), Investment management, Direct payment from the plan | $249,400 |
| Principal Trust Company | Trustee (directed), Trustee (institutional), Direct payment from the plan | $10,000 |