AUMdb

The National Board Of Boiler And Pressure Vessel Inspectors Pension Plan

Sponsored by National Board Of Boiler And Pressure Vessel Inspectors · EIN 314262510 · Plan #001

Total assets
—
Net assets
—
Active participants
19
With balances
0

Plan year beginning 04/01/2024

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
Morgan Stanley/Graystone Consulting Investment advisory (plan), Direct payment from the plan $57,592
Morgan Stanley Smith Barney Llc Investment management, Direct payment from the plan $50,562
First State Trust Custodial (securities), Trustee (institutional), Direct payment from the plan $38,853
Aon Consulting Actuarial, Direct payment from the plan $9,605