AUMdb

The Arc Of Madison County, Inc 401(k) Profit Sharing Plan

Sponsored by The Arc Of Madison County, Inc. · EIN 630418986 · Plan #003

Total assets
$4.2M
Net assets
$4.2M
Active participants
145
With balances
111

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 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Global Investment advisory (plan), Direct payment from the plan $15,800
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $11,978