Lafayette 148 Inc. 401(k) Plan
Sponsored by Lafayette 148, Inc. · EIN 223448675 · Plan #001
- Total assets
- $45.7M
- Net assets
- $45.7M
- Active participants
- 283
- With balances
- 391
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $54,099 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,288 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$63,590 |