AUMdb

Tepco 401(k) P/S Plan

Sponsored by Tepco (Team Enterprise Project Controls Org.), Llc · EIN 203739993 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
125
With balances
107

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $17,408
Morgan Stanley Smith Barney Llc Investment advisory (participants) $15,667