Local 108 Retirement Plan
Sponsored by Board Of Trustees Local 108 Retirement Plan · EIN 226176321 · Plan #001
- Total assets
- $28.6M
- Net assets
- $28.5M
- Active participants
- 0
- 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 |
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Investment management, Investment management fees (direct) | $94,270 |
| Rwdsu Local 108 | Claims processing, Plan administrator | $59,995 |
| Milliman Inc. | Actuarial, Direct payment from the plan | $56,321 |
| Cary Kane Llp | Legal, Direct payment from the plan | $30,740 |
| Stacey Braun Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $30,000 |
| Principal Custody Solutions | Custodial (securities), Direct payment from the plan | $20,780 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $18,000 |
| Md Sass Associates, Inc | Investment management, Investment management fees (direct), Soft dollars commissions | $16,240 |
| Sdp Professional Services, Llc | Trustee (institutional), Direct payment from the plan | $9,000 |