Bac Local 3 Ny Individual Account Retirement Fund
Sponsored by Board Of Trustees Bac Local 3 Ny Individual Account Retirement Fund · EIN 161184581 · Plan #002 · Rochester, NY
- Total assets
- $98.6M
- Net assets
- $98.4M
- Active participants
- 3,146
- With balances
- 2,052
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Empower Life & Annuity Insurance | Direct payment from the plan, Recordkeeping fees | $348,677 |
| Morgan Stanley | Investment management fees (direct), Investment management | $35,446 |
| Arcara Zucarelli & Lenda Cpa | Accounting | $31,564 |
| Bonadio & Co., Llp | Direct payment from the plan, Accounting | $25,883 |
| Slevin & Hart, P.C. | Legal, Direct payment from the plan | $21,757 |
| Decusoft | Other services, Direct payment from the plan | $17,499 |
| Bac Local 3 Joint Apprenticeship | Direct payment from the plan, Other services | $7,161 |