Greer Retirement Plan
Sponsored by Greer Industries, Inc. · EIN 340737241 · Plan #005
- Total assets
- $43.6M
- Net assets
- $43.5M
- Active participants
- 119
- 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 |
|---|---|---|
| Bmo Harris Bank Na | Trustee (institutional), Direct payment from the plan | $277,041 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $198,172 |
| Buck Global, Llc | Actuarial, Consulting (pension), Direct payment from the plan | $162,982 |