Smart Local 265 Supplemental Retirement Savings Plan
Sponsored by Board Of Trustees Smart Local 265 Supp Ret Svgs Plan · EIN 363911499 · Plan #002
- Total assets
- $378M
- Net assets
- $378M
- Active participants
- 2,490
- With balances
- 2,490
Plan year beginning 06/01/2024 · 401(k)
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 |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Shareholder servicing fees, Sub-transfer agency fees | $149,897 |
| Baum Sigman Etal | Legal | $83,644 |
| Denise Bingham | Employee (plan) | $47,827 |
| Katie Eby | Employee (plan) | $47,052 |
| Calibre Cpa Group, Pllc | Accounting | $46,410 |
| Bridgeway Benefit Technologies | Other services | $25,250 |
| The Segal Company | Consulting (pension) | $15,607 |
| Morgan Stanley Smith Barney | Investment advisory (plan), Direct payment from the plan | $5,000 |
| Segal Select Ins. Services | Insurance brokerage commissions | $0 |