Lumina Foundation For Education, Inc. Pension Plan
Sponsored by Lumina Foundation For Education, Inc. · EIN 351813228 · Plan #002 · Indianapolis, IN
- Total assets
- $23.4M
- Net assets
- $23.4M
- Active participants
- 50
- With balances
- 0
Plan year beginning 01/01/2024
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 | Investment advisory (plan) | $153,770 |
| Bmo Harris Bank N.A. | Trustee (institutional), Investment advisory (plan), Shareholder servicing fees | $19,854 |