Cash Balance Retirement Plan For Employees Of Credit Industriel Et Commercial
Sponsored by Credit Industriel Et Commercial · EIN 132757199 · Plan #001
- Total assets
- $42.8M
- Net assets
- $42.8M
- Active participants
- 93
- 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 |
|---|---|---|
| Morgan Stanley | Custodial (securities), Investment advisory (plan), Securities brokerage | $315,822 |
| First State Trust Company | Trustee (directed), Direct payment from the plan, Investment management fees (direct) | $64,848 |