Ibew Local Union 363 Pension
Sponsored by Ibew Lu 363 Pension · EIN 516041178 · Plan #001
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 721
- 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 | Custodial (securities), Direct payment from the plan, Other services | $631,017 |
| Millman, Inc | Actuarial, Investment management fees (direct) | $110,884 |
| Mspc | Accounting, Direct payment from the plan | $32,945 |
| Archer Byington & Levine Llp | Legal, Direct payment from the plan | $22,738 |
| L. 363 Jat R.E. Corp. | Other fees, Direct payment from the plan | $17,520 |
| Bernard & Associates | Recordkeeping, Direct payment from the plan | $9,200 |