Society For Human Resource Management Pension Plan And Trust
Sponsored by Society For Human Resource Management · EIN 340948453 · Plan #001
- Total assets
- $89.0M
- Net assets
- $89.0M
- Active participants
- 263
- With balances
- 0
Plan year beginning 01/01/2024
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 | Custodial (securities), Trustee (institutional), Trustee (directed) | $153,955 |
| Schwab Retirement Plan Services Inc | Actuarial, Recordkeeping, Direct payment from the plan | $25,927 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |