United Steelworkers Local 14614 Supplemental Annuity Plan
Sponsored by United Steelworkers Local 14614 Supplemental Ann Board Of Trustees · EIN 550549322 · Plan #002
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 753
- With balances
- 1,280
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 |
|---|---|---|
| Benefit Solutions Inc. | Recordkeeping, Recordkeeping fees | $74,236 |
| Morgan Stanley Smith Barney | Investment advisory (plan), Investment management | $24,799 |
| Umr | Contract administrator | $19,388 |
| Frank N Hestand Cpa Psc | Accounting | $5,000 |
| Genesis Benefit Solutions Inc. | Consulting (pension) | $4,596 |