Iron Workers District Council Of Tennessee Valley And Vicinity Annuity Plan
Sponsored by Iron Workers District Council Of Tn & Vicinity Annuity Plan · EIN 621747853 · Plan #002
- Total assets
- $48.6M
- Net assets
- $48.5M
- Active participants
- 2,432
- With balances
- 5,317
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| Southern Benefit Administrators | Account maintenance fees, Consulting (general) | $67,367 |
| Morgan Stanley | Investment management, Investment advisory (plan) | $40,490 |
| Stranch, Jennings & Garvey Pllc | Legal | $16,991 |
| Daniels, Irwin & Aylor Cpas | Accounting | $15,450 |
| The Union Labor Life Insurance Co | Investment management | $10,310 |
| Money Market, Mutual & Etfs | Custodial (securities), Investment management | $0 |