New York Independent System Operator Pension Plan
Sponsored by New York Independent System Operator · EIN 141815612 · Plan #002
- Total assets
- $23.4M
- Net assets
- $23.3M
- Active participants
- 168
- 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 |
|---|---|---|
| Matrix Trust Company | Trustee (institutional), Trustee (directed), Named fiduciary | $77,964 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $57,003 |