Ibew Local 351 Surety Plan
Sponsored by Ibew Local 351 Surety Fund Trustees · EIN 223431479 · Plan #002
- Total assets
- $677M
- Net assets
- $676M
- Active participants
- 2,075
- With balances
- 2,610
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Ibew Local 351 Surety Plan | Other fees | $766,862 |
| I.E. Shaffer & Co | Contract administrator | $341,311 |
| Empower Annuity Insurance Company | Recordkeeping fees | $48,000 |
| Gerson & Assoc Cpas And Advisors Pc | Accounting | $38,500 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $30,000 |
| Obrien Belland & Bushinsky | Legal | $28,732 |
| Mspc Certified Public Accountants | Accounting | $18,476 |