Blue Diamond Growers Employees Pension Plan
Sponsored by Blue Diamond Growers · EIN 940355780 · Plan #001
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 84
- 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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inst Asset Mgmt Trust Co | Investment management, Investment management fees (direct) | $140,283 |
| Fid Mgmt Trust Co | Trustee (institutional), Direct payment from the plan | $112,000 |
| Fid Inv Inst Ops Co | Actuarial, Consulting (pension), Direct payment from the plan | $49,000 |
| Crowe Llp | Accounting, Direct payment from the plan | $20,475 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $18,938 |