Usw Industry 401(k) Plan
Sponsored by The Board Of Trustees Usw Industry 401 K Fund · EIN 621564649 · Plan #002
- Total assets
- $398M
- Net assets
- $396M
- Active participants
- 8,869
- With balances
- 9,126
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Pace Industry Union Mgt. Pension Fu | Accounting, Claims processing, Recordkeeping | $866,750 |
| Legacy Professionals Llp | Accounting | $85,684 |
| Bredhoff & Kaiser, Pllc | Legal, Direct payment from the plan | $63,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $60,277 |
| Usw Industry 401(k) Plan | Other fees | $32,250 |
| Cherry Bekaert, Llp | Accounting, Direct payment from the plan | $27,195 |
| Morgan Stanley | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $26,250 |
| Segal Select Insurance Services, In | Insurance agents and brokers | $0 |