Waterfront Warehouses Local No. 1429 Pension Fund
Sponsored by Board Of Trustees Of Waterfront Warehouses Local No. 1429 Pension · EIN 526089265 · Plan #001
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 63
- 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 |
|---|---|---|
| Bolton Partners | Actuarial, Direct payment from the plan | $42,168 |
| Morgan Stanley | Custodial (securities), Investment advisory (plan), Securities brokerage | $30,020 |
| Associated Administrators, Llc | Contract administrator, Direct payment from the plan | $23,635 |
| Abato, Rubenstain & Abato, P.A. | Legal, Direct payment from the plan | $11,138 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $8,256 |
| Pkf O'connor Davies Advisory | Consulting (general), Direct payment from the plan | $6,650 |