AUMdb

Hsppr 401(k) Plan

Sponsored by The Humane Society Of The Pikes Peak Region · EIN 840410111 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
245
With balances
156

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
Fidelity Workplace Services Llc Plan administrator, Trustee (discretionary), Investment management $35,785
Morgan Stanley Smith Barney Investment advisory (plan) $0