Eskaton Retirement Plan
Sponsored by Eskaton Properties, Inc. · EIN 942906316 · Plan #001
- Total assets
- $741K
- Net assets
- $352K
- Active participants
- 0
- 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 |
|---|---|---|
| Gallagher Benefit Services | Actuarial | $530,483 |
| Principal Mutual Life | Contract administrator, Investment management | $117,152 |
| Moss Adams | Accounting | $91,100 |
| Penchecks | Other commissions, Other fees | $30,240 |
| Littler Mendelson | Legal | $17,343 |
| Morgan Stanley | Custodial (securities), Investment advisory (plan), Securities brokerage | $15,878 |