Ironworkers Local 808 Annuity Fund
Sponsored by Trustees Of Ironworkers Local 808 Annuity Fund · EIN 593096458 · Plan #002
- Total assets
- $47.3M
- Net assets
- $47.2M
- Active participants
- 2,641
- With balances
- 2,641
Plan year beginning 07/01/2024 · Profit-sharing
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 | Investment advisory (plan), Securities brokerage, Direct payment from the plan | $216,842 |
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $50,620 |
| Steven D Eisenberg Cpa, Pa | Accounting, Direct payment from the plan | $14,686 |
| Southern Benefit Administrators Inc | Contract administrator, Direct payment from the plan | $13,500 |
| Mierzwa & Floyd P.A. | Legal, Direct payment from the plan | $9,750 |