Local 2066 Pension Fund
Sponsored by Joint Board Of Trustees Local 2066 · EIN 226171510 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.5M
- Active participants
- 0
- With balances
- 0
Plan year beginning 05/01/2024
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 | Investment advisory (plan) | $22,253 |
| Gerson & Assoc. Cpas And Advisors | Accounting | $19,000 |
| Fabian & Byrn Llc | Contract administrator | $18,613 |
| Summit Actuarial Services Llc | Actuarial | $7,000 |
| Oransky, Scaraggi, Borg Esq | Legal | $5,000 |