Simpson Employee Savings Plan
Sponsored by Simpson Door Company · EIN 911940130 · Plan #002
- Total assets
- $83.4M
- Net assets
- $83.4M
- Active participants
- 250
- With balances
- 571
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 Smith Barney Llc | Investment advisory (participants), Investment advisory (plan) | $55,000 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $54,651 |
| Pricekubecka Pllc | Other fees | $9,501 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $2,091 |