Allied Workers Local 48 Pension Plan
Sponsored by Board Of Trustees Of Allied Workers Local 48 Pension Fund · EIN 526117928 · Plan #001
- Total assets
- $34.3M
- Net assets
- $34.3M
- Active participants
- 542
- With balances
- 0
Plan year beginning 07/01/2024
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 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Custodial (securities), Investment management | $127,346 |
| Southern Benefit Administrators | Plan administrator | $69,359 |
| Horizon Actuarial Services | Actuarial | $60,764 |
| Daniels, Irwin & Aylor | Accounting | $27,050 |
| O'donoghue & O'donoghue Llp | Legal | $10,150 |
| Quinn, Connor, Weaver, Davies Rouco | Legal | $3,063 |
| Money Market, Mutual Funds, & Etf's | Custodial (securities), Investment management | $0 |
| Newtower Trust Company | Custodial (securities), Investment management | $0 |
| Boyd Watterson Asset Management | Custodial (securities), Investment management | $0 |