Nixon & Vanderhye, P.C. 401(k) Profit Sharing Plan
Sponsored by Nixon & Vanderhye, P.C. · EIN 541344667 · Plan #001
- Total assets
- $85.2M
- Net assets
- $85.2M
- Active participants
- 100
- With balances
- 126
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 |
|---|---|---|
| Matrix Trust Company | Recordkeeping, Trustee (institutional), Investment management | $0 |
| Morgan Stanley | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $0 |