San Mateo County Electrical Construction Industry Retiremt Plan
Sponsored by San Mateo County Electrical Construction Industry Retiremt Plan · EIN 516052127 · Plan #001
- Total assets
- $678M
- Net assets
- $676M
- Active participants
- 1,058
- With balances
- 1,781
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 |
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Recordkeeping, Custodial (securities), Investment advisory (plan) | $1,021,329 |
| United Administrative Services | Contract administrator | $240,048 |
| Northwest Investment Consulting | Recordkeeping | $121,834 |
| Mg Trust Company Dba Matrix Trust | Custodial (securities), Trustee (directed), Finders' fees/placement fees | $97,277 |
| Sierra Investment Partners, Inc. | Investment management | $75,866 |
| Ineich & Company, Llp | Accounting | $42,000 |
| Neyhart, Anderson, Flynn & Grosboll | Legal | $21,500 |
| Smart Source Critical Communication | Copying and duplicating | $18,902 |
| Patriot Growth Insurance Services, | Consulting (pension) | $18,000 |