AUMdb

Radio, Tv & Recording Arts Annuity Fund

Sponsored by Board Of Trustees Of The Radio, Tv & Recording Arts Annuity Fund · EIN 133017094 · Plan #002 · West Trenton, NJ

Total assets
$6.2M
Net assets
$6.2M
Active participants
83
With balances
507

Plan year beginning 01/01/2024 · Money purchase

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
Empower Annuity Insurance Company Recordkeeping, Direct payment from the plan $46,035
I.E. Shaffer & Co Contract administrator $40,300
Slevin & Hart, P.C. Legal $34,130
Novak Francella Llc Accounting $23,000
David W. New, P.C. Trustee (individual), Direct payment from the plan $6,675
Morgan Stanley Investment advisory (plan) $5,000