AUMdb

Local 8 Salary Savings Plan

Sponsored by Martignetti Companies, Llc · EIN 464033150 · Plan #004

Total assets
$33.2M
Net assets
$33.2M
Active participants
168
With balances
168

Plan year beginning 01/01/2024 · 401(k)

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $34,074
Empower Annuity Insurance Company O Recordkeeping, Participant loan processing, Direct payment from the plan $27,074
Empower Advisory Group, Llc Investment advisory (participants), Direct payment from the plan $5,350
Pricewaterhousecoopers Llp Accounting $261