Centrex Distributors, Inc. Union Employees' Pension Plan
Sponsored by Centrex Distributors, Llc · EIN 050427071 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 99
- With balances
- 135
Plan year beginning 01/01/2024 · Money purchase
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment management, Investment management fees (direct), Direct payment from the plan | $28,619 |