International Alliance Of Theatrical & Stage Employees Local 17 Retirement Fund
Sponsored by Board Of Trustees International Alliance Theatrical & Stage · EIN 946172485 · Plan #002
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 122
- With balances
- 183
Plan year beginning 01/01/2024 · 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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment management, Investment advisory (plan) | $55,309 |
| Benefit Solutions | Recordkeeping | $16,855 |
| Umr | Contract administrator | $12,500 |
| Ledbetter Parisi Llc | Legal | $9,649 |
| Frank N Hestand Cpa Psc | Accounting | $7,000 |