Building Technology Engineers, Inc. Retirement Income Plan
Sponsored by Building Technology Engineers, Inc. · EIN 042765026 · Plan #002
- Total assets
- $1.8M
- Net assets
- $1.8M
- Active participants
- 9
- 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 | $17,695 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional) | $11,151 |