Ufcw Local 2013 Annuity Fund
Sponsored by Board Of Trustees Ufcw Local 2013 Annuity Fund · EIN 112457157 · Plan #001
- Total assets
- $34.8M
- Net assets
- $34.7M
- Active participants
- 5,671
- With balances
- 13,811
Plan year beginning 01/01/2024 · Money purchase, 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 |
|---|---|---|
| John Hancock Retirement Plan Svc | Recordkeeping, Investment advisory (participants), Investment advisory (plan) | $473,417 |
| Tri State Administrators Inc | Contract administrator, Direct payment from the plan | $89,710 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $62,000 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Investment management fees (direct) | $20,000 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $13,550 |
| O'brien Belland & Bushinsky | Legal, Direct payment from the plan | $5,000 |