Wwec Local 863 Pension Plan
Sponsored by Wwec Local 863 Pension Plan · EIN 263541447 · Plan #001 · Mountainside, NJ
- Total assets
- $202M
- Net assets
- $202M
- Active participants
- 740
- With balances
- 0
Plan year beginning 09/01/2024
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 |
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment management | $196,597 |
| The Segal Company | Actuarial | $121,221 |
| Janney Montgomery Scott Llc | Investment management | $117,116 |
| Morgan Stanley Wealth Management | Investment management | $75,000 |
| Bederson Llp | Accounting | $63,997 |
| Ubs Realty | Investment management | $53,178 |
| Principal Custody Solutions | Trustee (institutional), Recordkeeping, Investment advisory (plan) | $29,776 |
| Bank Of New York Mellon | Investment management | $21,804 |
| Actuaries Unlimited, Inc. | Actuarial | $9,250 |
| Kenneth Nowak, Esq. | Consulting (general) | $7,000 |