Ibew Local 1249 Annuity Fund
Sponsored by Ibew Local 1249 Annuity Fund · EIN 863163143 · Plan #001 · Cicero, NY
- Total assets
- $39.2M
- Net assets
- $38.8M
- Active participants
- 3,697
- With balances
- 3,317
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Float revenue, Recordkeeping fees | $151,195 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $29,250 |
| Blitman & King | Legal, Direct payment from the plan | $21,232 |
| Morgan Stanley | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $19,906 |