Terra Holdings 401(k) Plan
Sponsored by Terra Holdings Dba Bhs Holdings, Llc · EIN 133809960 · Plan #001
- Total assets
- $64.8M
- Net assets
- $64.8M
- Active participants
- 429
- With balances
- 563
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 | fuzzy_auto · 93% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $107,306 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $37,574 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $35,882 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |