OKBY Group at Morgan Stanley

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,056

Total plan assets

$189.4M

Filings (rows)

Direct comp

$453K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Curtis Lumber Company, Inc. Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan · all filings	BALLSTON SPA, NY	Advisor / Consultant	679	$70.0M	$167K	$0
Curtis Lumber Company, Inc. Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan · all filings	BALLSTON SPA, NY	Advisor / Consultant	682	$64.5M	$144K	$0
Curtis Lumber Company, Inc. Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan · all filings	BALLSTON SPA, NY	Advisor / Consultant	695	$55.0M	$142K	$0