Clymene Management Services 401(k) Retirement Plan
Sponsored by Clymene Management Services Llc · EIN 843724409 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 257
- With balances
- 296
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $26,339 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $16,138 |