Ufcw Local 152 Savings Plan
Sponsored by Board Of Trustees, Ufcw Local 152 Saving · EIN 236421914 · Plan #001
- Total assets
- $32.8M
- Net assets
- $31.8M
- Active participants
- 18,762
- With balances
- 6,264
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Tri State Administrators, Inc. | Contract administrator, Direct payment from the plan | $296,739 |
| Mspc | Accounting, Direct payment from the plan | $25,000 |
| O'brien, Belland & Bushinsky | Legal, Direct payment from the plan | $12,454 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $10,000 |
| Morgan, Lewis Bockius, Llp | Legal, Direct payment from the plan | $6,094 |