Pima Medical Institute Employee Stock Ownership Plan
Sponsored by Vocational Training Institutes,Inc. · EIN 860260863 · Plan #002
- Total assets
- $226M
- Net assets
- $190M
- Active participants
- 929
- With balances
- 1,366
Plan year beginning 01/01/2024 · Stock bonus
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), Direct payment from the plan, Other services | $126,413 |