Ketel Thorstenson, Llp 401 K Profit Sharing Plan
Sponsored by Ketel Thorstenson, Llp · EIN 460257538 · Plan #005
- Total assets
- $35.5M
- Net assets
- $35.5M
- Active participants
- 137
- With balances
- 170
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $86,118 |
| Capital Group Retirement Plan Svcs. | Trustee (directed), Other services, Investment management fees (indirect) | $22,963 |