Bricklayers & Allied Craftsmen Local 2 Annuity Fund
Sponsored by Board Of Trustees Bricklayers & Allied Craftsmen Local 2 Annuity Fd · EIN 161298070 · Plan #002
- Total assets
- $18.9M
- Net assets
- $18.8M
- Active participants
- 2,283
- With balances
- 2,283
Plan year beginning 05/01/2024 · 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 |
| 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 | Custodial (securities), Investment management, Investment management fees (direct) | $32,292 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $29,799 |
| Karpus Investment Management | Investment management, Investment management fees (direct) | $12,482 |
| Blitman & King | Legal, Direct payment from the plan | $8,863 |
| Modern Administration Systems Llc | Consulting (general), Direct payment from the plan | $7,258 |
| Walter Scott | Investment management, Investment management fees (direct) | $6,970 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $6,365 |