Lewis Brisbois Bisgaard & Smith Llp Cash Balance Pension Plan Iii
Sponsored by Lewis Brisbois Bisgaard & Smith Llp · EIN 953720522 · Plan #007
- Total assets
- $54.8M
- Net assets
- $54.8M
- Active participants
- 152
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
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 | Investment advisory (plan), Investment management, Securities brokerage | $106,286 |