M3 Engineering & Technology 401(k) Profit Sharing Plan
Sponsored by M3 Engineering & Technology Corporation · EIN 860548253 · Plan #001
- Total assets
- $63.2M
- Net assets
- $63.2M
- Active participants
- 302
- With balances
- 496
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 (plan), Other investment fees and expenses, Direct payment from the plan | $123,546 |
| Ach Retirement Plan Consultants Inc | Claims processing, Contract administrator, Plan administrator | $31,641 |
| Beachfleischman Pllc | Accounting, Direct payment from the plan | $18,325 |
| Capital Research And Management Co | Custodial (securities), Participant loan processing, Participant communication | $7,329 |