Masonic Hall & Asylum Employees Retirement Fund
Sponsored by Trustees Of The Masonic Hall & Asylum Fund · EIN 135563012 · Plan #001
- Total assets
- $24.2M
- Net assets
- $24.2M
- Active participants
- 78
- 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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bpas Actuarial & Pension Services | Actuarial, Consulting (pension), Direct payment from the plan | $84,000 |
| Morgan Stanley Smith Barney | Investment management, Direct payment from the plan | $68,829 |
| Bonadio & Co Llp | Accounting, Direct payment from the plan | $30,500 |
| Complete Payroll Processing | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $10,184 |