AUMdb

Higgins Group, Inc. Retirement Plan

Sponsored by Higgins Group, Inc. · EIN 481051468 · Plan #001

Total assets
$7.8M
Net assets
$7.8M
Active participants
201
With balances
182

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 Smith Barney Llc Investment advisory (participants) $25,551
Fidelity Investments Institutional Plan administrator, Participant loan processing, Sub-transfer agency fees $12,370