Metal Companies 401(k) Plan
Sponsored by Payroll & Insurance Group Inc · EIN 010606601 · Plan #003
- Total assets
- $159M
- Net assets
- $159M
- Active participants
- 925
- With balances
- 1,192
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 |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $100,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $14,522 |
| Advised Assets Group, Llc | Investment management | $255 |