Intl Brotherhood Of Elec Work. Loc 58 Sound & Communications
Sponsored by Board Of Trustees Intl Brotherhood Elec Workers Sound & Comm Div Ret · EIN 386233909 · Plan #002
- Total assets
- $82.9M
- Net assets
- $82.7M
- Active participants
- 879
- With balances
- 0
Plan year beginning 02/01/2024
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 |
|---|---|---|
| E Craig Young | Employee (plan), Direct payment from the plan | $52,068 |
| Denise Gipson | Employee (plan), Direct payment from the plan | $44,498 |
| Mcclain Smith & Wenz Pc | Accounting, Direct payment from the plan | $39,173 |
| United Actuarial Services Inc. | Actuarial, Direct payment from the plan | $23,000 |
| Comerica Bank | Custodial (securities), Other services, Shareholder servicing fees | $20,943 |
| Watkins Pawlick Calati & Prifti, Pc | Legal, Direct payment from the plan | $10,407 |
| Solxsys Administrative Solutions | Recordkeeping, Direct payment from the plan | $6,893 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $5,000 |