AUMdb

All West 401(k) Profit Sharing Plan

Sponsored by All West Communications, Inc. · EIN 870377860 · Plan #001

Total assets
$9.5M
Net assets
$9.5M
Active participants
122
With balances
178

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 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Global Investment advisory (plan), Direct payment from the plan $26,170
Ascensus Llc Other commissions, Participant loan processing, Other fees $3,137