Filings through .
Filed February 2, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $135,498 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 28 · EIN 26-4310632 | Investment Management | $70,000 |
AMERICAN REALTY ADVISORS6 years Filed as: BASIC AMERICAN INC Service code 28 · EIN 94-1318402 | Investment Management | $42,243 |
Filed as: CBIZ Service code 10 · EIN 22-2769024 | Accounting | $23,326 |
FIRST STATE TRUST COMPANY7 years Service code 28 · EIN 13-3124172 | Investment Management | $6,983 |
| Actuary | Schedule | Address, phone |
|---|---|---|
David R. Kotick Schwab Retirement Plan Services Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.