Bakery Drivers Local 802 Pension Fund
Sponsored by Board Of Trustees Bakery Drivers Local 802 Pension Fund · EIN 516112573 · Plan #001 · Deer Park, NY
- Total assets
- $79.4M
- Net assets
- $79.3M
- Active participants
- 416
- 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 | Recordkeeping, Investment advisory (plan), Securities brokerage | $159,288 |
| Kellianne Mcinnis | Employee (plan), Direct payment from the plan | $97,969 |
| Theresa Walters | Employee (plan), Direct payment from the plan | $66,966 |
| O'sullivan Associates, Inc. | Actuarial, Direct payment from the plan | $51,180 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $34,263 |
| Cary Kane, Pllc | Legal, Direct payment from the plan | $23,810 |
| Tarter Krinsky & Drogin Llp | Legal, Direct payment from the plan | $19,922 |
| Buchbinder Tunick & Co Llp | Consulting (general), Direct payment from the plan | $10,000 |