AUMdb

Energy Systems Industries, Inc. Retirement Income Plan

Sponsored by Emcor Facilities Services, Inc. · EIN 310873334 · Plan #004

Total assets
$3.4M
Net assets
$3.4M
Active participants
6
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, Securities brokerage, Direct payment from the plan $34,318