Ray Skillman 401 (K) Profit Sharing Plan
Sponsored by Ray Skillman Gmc Truck, Inc. · EIN 351463390 · Plan #001
- Total assets
- $56.0M
- Net assets
- $56.0M
- Active participants
- 870
- With balances
- 1,054
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $84,493 |
| Empower Annuity Insurance Company | Recordkeeping fees | $63,269 |
| Ray Skillman Gmc Truck Inc | Other fees | $28,400 |
| Morgan Stanley | Investment advisory (plan) | $25,200 |
| Morgan Stanley Global Banking Opera | Consulting fees | $22,126 |
| American Pension Advisor, Ltd | Contract administrator | $9,784 |
| Empower Advisory Group Llc | Investment management | $5,481 |