Ibew Local 1799 Pension Fund
Sponsored by Board Of Trustees For The Ibew Local 1799 Pension · EIN 146065199 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 0
- 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 | Custodial (securities), Investment advisory (plan), Direct payment from the plan | $31,027 |
| Uhy Advisors | Plan administrator, Direct payment from the plan | $25,200 |
| Bolton Partners Northeast Inc. | Actuarial, Direct payment from the plan | $21,940 |
| Holm & O'hara Llp | Legal, Direct payment from the plan | $13,103 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $9,000 |