Parker Jewish Institute For Health Care & Rehab Defined Benefit Pension Plan
Sponsored by Parker Jewish Institute For Health Care And Rehabilitation · EIN 132631069 · Plan #001
- Total assets
- $24.3M
- Net assets
- $24.2M
- Active participants
- 46
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney, Llc | Investment management | $119,652 |
| Usi Consulting Group Inc | Actuarial, Investment advisory (plan), Direct payment from the plan | $79,503 |
| First State Trust Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $18,215 |