AUMdb

Ibew Local 712 Pension Trust Fund

Sponsored by Ibew Local 712 Pension Trust Fund · EIN 251297810 · Plan #001

Total assets
$106M
Net assets
$106M
Active participants
461
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 Investment Management Inc. CRD 110353 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Investments Investment management, Investment management fees (direct) $101,975
Cds Administrators Contract administrator $84,353
Graystone Consulting Investment management $76,443
Acrisure Actuarial $41,871
Meyer, Unkovic & Scott Llp Legal $35,642
Packer Thomas Accounting $25,744
Victory Capital Intl Collect Tr Investment management $14,363