Century Business Solutions 401(k) Plan
Sponsored by Integra Capital Group, Inc. · EIN 203414809 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.0M
- Active participants
- 154
- With balances
- 164
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 (plan), Other investment fees and expenses, Direct payment from the plan | $15,708 |
| Integra Capital Group | Other fees | $9,340 |
| Morgan Stanley | Investment advisory (plan) | $7,973 |
| Capital Group Retirement Plan Srvs | Recordkeeping fees | $4,810 |
| Nbs | Contract administrator | $4,014 |