Tom Ferry 401(k) Plan
Sponsored by Ferry International, Llc Dba Tom Ferry · EIN 813972576 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 104
- With balances
- 130
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $15,778 |
| Empower Advisory Group, Llc | Investment management | $2,421 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |