Operating Engineers Local #49 Defined Contribution Plan
Sponsored by Trustees Of Operating Engineers Local #49 Defined Contribution Plan · EIN 845030668 · Plan #001
- Total assets
- $71.1M
- Net assets
- $71.0M
- Active participants
- 12,520
- With balances
- 12,463
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| Milliman Inc. | Recordkeeping | $290,924 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan | $52,806 |
| Wilson Mcshane Corporation | Accounting, Contract administrator, Recordkeeping | $52,750 |
| Reinhart Boerner Van Deuren S.C. | Legal | $50,574 |
| Legacy Professionals Llp | Accounting | $15,788 |
| Matrix Trust Company | Custodial (securities), Shareholder servicing fees, Sub-transfer agency fees | $13,250 |