Direct Supply, Inc. 401(k) Retirement Savings Plan
Sponsored by Direct Supply, Inc. · EIN 391519806 · Plan #001
- Total assets
- $346M
- Net assets
- $346M
- Active participants
- 1,231
- With balances
- 1,760
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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $170,642 |
| Morgan Stanley Smith Barney | Investment advisory (plan), Securities brokerage, Other services | $60,000 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |