I.A.T.S.E. Atlanta Annuity Trust
Sponsored by Iatse Atlanta Annuity Trust Board Of Trustees · EIN 582436601 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.3M
- Active participants
- 872
- With balances
- 872
Plan year beginning 07/01/2024 · Money purchase
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 |
|---|---|---|
| Administrative Consulting Services | Contract administrator, Direct payment from the plan | $54,000 |
| Morgan Stanley Smith Barney | Investment management, Investment management fees (indirect), Other investment fees and expenses | $22,769 |
| Steven D. Eisenberg Cpa, P.A. | Accounting, Direct payment from the plan | $12,080 |