AUMdb

Engineering Consulting Services, Ltd. 401(k) Retirement Plan

Sponsored by Engineering Consulting Services, Ltd. · EIN 541439291 · Plan #001

Total assets
$187M
Net assets
$187M
Active participants
2,330
With balances
1,959

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 Investment advisory (plan) $169,778
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $148,269