United Steelworkers Local 14614 Pension Trust Fund
Sponsored by United Steelworkers Local 14614 Pension Trust Board Of Trustees · EIN 550549322 · Plan #001
- Total assets
- $43.8M
- Net assets
- $43.5M
- Active participants
- 396
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Investment management | $133,246 |
| Umr | Contract administrator | $39,958 |
| Frank N Hestand Cpa Psc | Accounting | $12,000 |
| Osborne Carriero & Associates | Actuarial | $12,000 |
| Genesis Benefit Solutions Inc | Consulting (pension) | $5,439 |
| John Dascoli Pllc | Legal | $3,470 |