Local 138 Pension Trust Fund
Sponsored by Board Of Trustees Of Local 138 Pension Trust Fund · EIN 116170655 · Plan #001 · Deer Park, NY
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 152
- With balances
- 0
Plan year beginning 01/01/2024
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 |
| Sun Life Capital Management (U.S.) Llc CRD 109684 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney, Llc | Investment advisory (plan), Securities brokerage, Other services | $122,352 |
| Doris Echeguren | Employee (plan), Direct payment from the plan | $104,122 |
| Sun Life Capital Management Llc | Investment management, Investment management fees (direct) | $60,579 |
| O'sullivan Associates, Inc. | Actuarial, Direct payment from the plan | $56,343 |
| Cary Kane, Pllc | Legal, Direct payment from the plan | $43,745 |
| Kellianne Mcinnis | Employee (plan) | $41,987 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $38,706 |