AUMdb

Challenge Mfg. Company Profit Sharing And Retirement Savings Plan

Sponsored by Challenge Mfg. Holdings · EIN 464294293 · Plan #001

Total assets
$90.9M
Net assets
$90.9M
Active participants
2,860
With balances
3,236

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $464,653
Morgan Stanley Investment advisory (plan), Other fees $0