Lewis Brisbois Bisgaard & Smith Llp 401(k) Plan
Sponsored by Lewis Brisbois Bisgaard & Smith Llp · EIN 953720522 · Plan #003
- Total assets
- $197M
- Net assets
- $197M
- Active participants
- 293
- With balances
- 468
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 | Recordkeeping, Investment management, Securities brokerage | $233,393 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $196,424 |
| Citrin Cooperman & Co.,Llp | Accounting | $43,050 |
| Kravitz, Llc | Consulting (pension) | $26,208 |