Escal Institute 401(k )Plan
Sponsored by Escal Institute Of Advanced Technologies, Inc. · EIN 521935637 · Plan #001
- Total assets
- $75.0M
- Net assets
- $75.0M
- Active participants
- 582
- With balances
- 513
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $45,253 |
| Morgan Stanley | Consulting (general) | $15,252 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,822 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$19,911 |