Laborers' Local #157 Annuity Fund
Sponsored by Laborers' Local #157 Annuity Fund · EIN 141728182 · Plan #001 · Schenectady, NY
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 1,369
- With balances
- 1,872
Plan year beginning 07/01/2024 · 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 |
| Karpus Management Inc CRD 110275 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | 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), Direct payment from the plan, Other investment fees and expenses | $81,531 |
| Michael Brady | Employee (plan), Plan administrator | $38,673 |
| Teal Becker & Chiaramonte Cpas Pc | Accounting | $22,650 |
| Karpus Investment Management | Investment management | $22,453 |
| Blitman & King Llp | Legal | $22,375 |
| Joseph Mccarthy | Accounting | $10,211 |
| Chartwell Investment Partners, Llc | Investment management | $6,742 |
| Ocio Monitor | Investment advisory (plan) | $5,535 |