AUMdb

Mcs Supplementary Pension Plan

Sponsored by Board Of Trustees Mcs Supplementary Pension Plan · EIN 516097856 · Plan #001

Total assets
$6.7M
Net assets
$6.7M
Active participants
280
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
Seafarers Vacation Plan Recordkeeping, Direct payment from the plan, Recordkeeping fees $50,000
Foster & Foster Actuarial, Direct payment from the plan $35,000
Weaver And Tidwell, Llp Accounting, Direct payment from the plan $27,840
Morgan Stanley Smith Barney Llc Investment management, Investment management fees (direct), Direct payment from the plan $19,143
Prudential Ret Ins & Annuity Co. Contract administrator, Direct payment from the plan $14,334
Empower Annuity Insurance Company Contract administrator $13,948