Sloan Valve Company Factory Employees' Amended Pension Plan
Sponsored by Sloan Valve Company · EIN 361787480 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 89
- With balances
- 0
Plan year beginning 08/01/2024
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 |
|---|---|---|
| October Three Consulting Llc | Actuarial, Recordkeeping | $61,847 |
| Morgan Stanley | Investment management | $36,593 |
| First State Trust Company | Trustee (institutional), Direct payment from the plan | $7,818 |