Team, Inc. Salary Deferral Plan And Trust
Sponsored by Team, Inc. · EIN 741765729 · Plan #002
- Total assets
- $357M
- Net assets
- $357M
- Active participants
- 3,219
- With balances
- 5,597
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 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morganstanleysmithbarneyllc | Investment advisory (participants) | $332,632 |
| Melton & Melton | Accounting | $45,000 |
| Barton Law Office's | Legal | $6,911 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$286,260 |