Scott Felder Homes 401(k)/Roth Plan
Sponsored by Scott Felder Homes · EIN 262339433 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 121
- With balances
- 128
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 Smith Barney Llc | Investment advisory (participants) | $5,702 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $1,502 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $744 |
| Bks Financial Investments Llc | Consulting (general), Consulting fees | $0 |