Balluff, Inc. 401(k) Profit Sharing Plan
Sponsored by Balluff, Inc. · EIN 222326111 · Plan #001
- Total assets
- $34.4M
- Net assets
- $34.4M
- Active participants
- 152
- With balances
- 217
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $71,981 |
| Morgan Stanley | Investment advisory (plan) | $61,211 |
| Empower Advisory Group, Llc | Investment management | $8,389 |