AUMdb

Astenjohnson Retirement Savings Plan

Sponsored by Astenjohnson, Inc. · EIN 230370460 · Plan #004

Total assets
$167M
Net assets
$167M
Active participants
663
With balances
590

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
Strategic Advisors Llc CRD 125882 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 (plan) $57,361
Strategic Advisors, Inc. Investment advisory (plan) $55,471
Dcpas, Llc Dba Davis & Company Cpas Accounting $25,500
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$31,471