E.M. Tharp, Inc. 401(k) Plan
Sponsored by E.M. Tharp, Inc. · EIN 941218910 · Plan #002
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 270
- With balances
- 389
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 |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (securities), Investment management | $76,278 |
| Morgan Stanley | Custodial (securities), Investment advisory (plan), Securities brokerage | $0 |