AUMdb

National Amusements 401(k) Plan

Sponsored by National Amusements, Inc. · EIN 042261332 · Plan #002 · Norwood, MA

Total assets
$99.0M
Net assets
$99.0M
Active participants
1,071
With balances
537

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
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) $29,641
Strategic Advisors, Inc. Investment advisory (plan) $18,870
Kahn, Litwin, Renza & Co., Ltd. Accounting $16,612
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$67,769