Ibew Local 363 Money Purchase Pension Plan
Sponsored by Ibew Local 363 Money Purchase Pension Plan · EIN 136530041 · Plan #001
- Total assets
- $161M
- Net assets
- $161M
- Active participants
- 1,155
- With balances
- 1,860
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $500,727 |
| Archer Byington Llp | Legal, Direct payment from the plan | $20,137 |
| Mspc Certified Public Accountants | Accounting, Direct payment from the plan | $16,725 |
| L. 363 R.E. Corp. | Other fees, Direct payment from the plan | $14,655 |
| Milliman, Inc | Actuarial, Direct payment from the plan | $9,738 |
| Berard & Associates Pc | Recordkeeping, Direct payment from the plan | $9,700 |