Amalgamated Transit Union National 401(k) Pension Plan
Sponsored by Board Of Trustees Of The Amalgamated Transit Union · EIN 522059290 · Plan #001
- Total assets
- $267M
- Net assets
- $267M
- Active participants
- 19,251
- With balances
- 17,584
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Quorum Consulting Group | Consulting (pension), Recordkeeping | $626,710 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan) | $62,582 |
| Eberts And Harrison | Insurance services | $29,051 |
| Calibre Cpa Group, Pllc | Accounting | $26,000 |
| Slevin & Hart, P.C. | Legal | $14,914 |