International Union Of Operating Engineers Local 841 Qualified Savings Plan
Sponsored by Trustees Of The International Union Of Operating Engineers · EIN 350416012 · Plan #001 · Terre Haute, IN
- Total assets
- $161M
- Net assets
- $160M
- Active participants
- 5,026
- With balances
- 7,071
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Morgan Stanley Smith Barney | Investment advisory (plan), Direct payment from the plan, Securities brokerage | $271,240 |
| Tonya Kincaid | Plan administrator, Employee (plan) | $126,141 |
| Laken Allen | Employee (plan) | $73,554 |
| Alexis Sutliff | Employee (plan) | $73,554 |
| Bridgeway Benefit Technologies | Consulting (general) | $71,899 |
| Sackrider & Co., Inc. | Accounting | $54,991 |
| First State Trust Co. | Trustee (institutional) | $35,091 |
| Diana Boyd | Employee (plan) | $24,600 |
| Cathy Daugherty | Employee (plan) | $13,179 |
| Stella Higgins | Recordkeeping | $12,769 |
| United Actuarial Services | Actuarial | $12,300 |
| Wright, Shagley, Lowery | Legal | $5,552 |