Save On Sp Cash Balance Plan
Sponsored by Save On Sp Llc · EIN 473603390 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 219
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
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 management | $14,513 |