Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund
Sponsored by Jt Bd Of Tr Cumb Md Teamsters Const. Ind. & Misc. Pension Fund · EIN 526072966 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 14
- 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 | Other fees, Other services, Other investment fees and expenses | $48,055 |
| Bolton Partners, Inc. | Direct payment from the plan, Actuarial | $46,829 |
| Associated Administrators, Llc | Direct payment from the plan, Contract administrator | $45,437 |
| Turnbull, Hoover, & Kahl, P.A. | Direct payment from the plan, Accounting | $35,950 |
| Empower Annuity Insurance Company | Direct payment from the plan, Insurance services | $7,408 |
| Advisors Inner Circle Gqg Partner | Other services, Other fees | $0 |
| Foreside Fundvantage Polen Growth | Other services, Other fees | $0 |