Employee Benefit Plan Of The Children's Center Utah
Sponsored by The Children's Center Utah · EIN 876114073 · Plan #003
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 99
- With balances
- 132
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $20,080 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $15,910 |
| Empower Advisory Group, Llc | Investment management | $3,137 |