Iuoe Local 295 295 B,C Pension Fund
Sponsored by Board Of Trustees, Iuoe Local 295 295 B,C Pension Fund · EIN 116042885 · Plan #001 · Maspeth, NY
- Total assets
- $77.4M
- Net assets
- $77.2M
- Active participants
- 339
- With balances
- 0
Plan year beginning 01/01/2024
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 advisory (plan), Other investment fees and expenses, Direct payment from the plan | $179,956 |
| First Actuarial Consulting, Inc | Actuarial, Consulting (pension), Direct payment from the plan | $61,250 |
| Fitzsimmons Abrams, Llp | Accounting | $33,000 |
| Weaver And Tidwell, Llp | Accounting, Direct payment from the plan | $30,000 |
| Citrin Cooperman & Company Llp | Accounting, Direct payment from the plan | $25,270 |
| Michael J. Comerford, P.C. | Legal, Direct payment from the plan | $16,000 |