Money Purchase Retirement Plan Of U.A. Local 716
Sponsored by Board Of Trustees Of The Money Purchase Retirement Plan U.A. Local · EIN 010219039 · Plan #002
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 333
- With balances
- 373
Plan year beginning 01/01/2024 · Money purchase, 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 |
|---|---|---|
| Zenith American Solutions Inc | Contract administrator, Recordkeeping, Direct payment from the plan | $68,964 |
| Empower Annuity Insurance Co. Of Am | Direct payment from the plan, Custodial (securities), Investment management | $43,388 |
| Robert M. Cheverie & Associate | Legal, Direct payment from the plan | $24,000 |
| Morgan Stanley | Investment management, Investment management fees (direct) | $20,000 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $15,702 |