Ibew Local Union No 102 Surety Plan
Sponsored by Ibew Local Union No 102 Surety Plan Board Of Trustees · EIN 222347484 · Plan #002
- Total assets
- $685M
- Net assets
- $684M
- Active participants
- 2,337
- With balances
- 3,901
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Ie Shaffer And Company | Plan administrator | $124,824 |
| Empower Annuity Insurance Co | Recordkeeping fees | $62,803 |
| Gerson & Assoc, Cpas And Advisors | Accounting | $61,570 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $31,364 |
| Oransky Scaraggi And Borg Pc | Legal | $18,133 |
| Timothy R Hott Pc | Legal | $18,087 |