Southwestern Community Action Council, Inc. 401(k) Plan
Sponsored by Southwestern Community Action Council, Inc. · EIN 550488202 · Plan #002
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 169
- With balances
- 177
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) | $19,048 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $15,106 |
| Metro Benefits, Inc. | Contract administrator | $10,820 |