Fish Canners United Industrial Workers Pension Plan
Sponsored by Board Of Trustees, Fish Canners Uiw Penson Trust · EIN 956042211 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.8M
- 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 |
| Ubs Realty Investors Llc CRD 107758 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Seafarers Vacation Plan | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $50,000 |
| Basil Castrovinci Associates Inc | Actuarial, Direct payment from the plan | $45,000 |
| Morgan Stanley Smith Barney Llc | Securities brokerage commissions, Investment management, Investment management fees (direct) | $44,666 |
| Ubs Realty Investors Llc | Investment advisory (plan), Custodial (other), Investment management fees (indirect) | $31,705 |
| Weaver And Tidwell, Llp | Accounting, Direct payment from the plan | $24,000 |
| Comerica Bank | Direct payment from the plan, Account maintenance fees, Other services | $17,415 |
| Guadalupe Murillo | Other services, Direct payment from the plan | $7,911 |