Seafarers Money Purchase Pension Plan
Sponsored by Board Of Trustees Seafarers Money Purchase Pension Plan · EIN 521994914 · Plan #001
- Total assets
- $168M
- Net assets
- $168M
- Active participants
- 8,505
- With balances
- 16,206
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 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Seafarers Vacation Fund | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $638,006 |
| Morgan Stanley Smith Barney Llc | Investment management, Investment management fees (direct), Direct payment from the plan | $444,816 |
| Jpmorgan Chase Bank, N.A. | Investment management, Direct payment from the plan, Investment management fees (direct) | $71,614 |
| Atalanta Sosnoff Capital | Investment management, Direct payment from the plan, Investment advisory (plan) | $57,249 |
| Weaver And Tidwell, Llp | Direct payment from the plan, Accounting | $53,741 |
| Basil Castrovinci Associates Inc | Consulting (pension), Direct payment from the plan, Consulting fees | $46,740 |
| Quan Vest Consultants, Inc. | Investment advisory (plan), Direct payment from the plan | $15,000 |
| Comerica Bank | Custodial (securities), Other investment fees and expenses, Direct payment from the plan | $9,378 |
| Galindez Llc | Accounting, Direct payment from the plan | $9,318 |