AUMdb

Seacorp, Llc 401(k) Profit Sharing Plan

Sponsored by Seacorp, Llc · EIN 050392482 · Plan #001

Total assets
$147M
Net assets
$147M
Active participants
643
With balances
775

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) $137,783
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $14,578