Employer Local No. 375 Pension Plan
Sponsored by Employer Local 375 Pension Plan C/O Beacon Administrators & Consultant · EIN 236542743 · Plan #001
- Total assets
- $21.3M
- Net assets
- $21.2M
- Active participants
- 0
- With balances
- 0
Plan year beginning 08/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principly, Inc. CRD 281813 | fuzzy_auto · 96% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beacon Administrators & Consultants | Contract administrator, Direct payment from the plan | $123,757 |
| Cohen Weiss And Simon, Llp | Legal, Direct payment from the plan | $102,440 |
| Principal | Investment management, Investment management fees (direct), Other fees | $36,478 |
| Morgan Stanley Smith Barney | Investment advisory (plan), Investment management fees (direct) | $35,000 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct) | $29,934 |
| Novak Francella, Llc | Accounting | $28,431 |
| Foster & Foster | Actuarial, Direct payment from the plan | $25,463 |
| Xpan Law Partners Llc | Consulting (general), Direct payment from the plan | $19,000 |
| Dana Investment Advisors | Investment advisory (plan), Investment management fees (indirect) | $15,914 |
| Morgan Lewis & Bockius, Llp | Legal, Direct payment from the plan | $11,170 |