I.B.E.W. Local 1158 Annuity Plan
Sponsored by I.B.E.W. Local 1158 · EIN 220886457 · Plan #004
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 562
- With balances
- 636
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| E.H, Thomson & Co., Inc. | Actuarial, Claims processing, Plan administrator | $25,962 |
| Rosenberg Rich Baker Berman & Co., | Accounting | $21,500 |
| Morgan Stanley | Investment advisory (plan), Investment management | $18,815 |