Total Benefit Management, Inc. Retirement Savings Plan
Sponsored by Total Benefit Management, Inc. · EIN 141759683 · Plan #333
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 319
- With balances
- 109
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), Investment management | $61,166 |
| Nationwide | Recordkeeping, Custodial (other), Participant loan processing | $37,514 |
| Strategic Pension Services, Llc | Participant loan processing, Participant communication | $925 |