Operative Plasterers And Cement Masons Local 29 Annuity Plan
Sponsored by Operative Plasterers&Cement Masons Local 29 Annuity Fund · EIN 221507478 · Plan #003
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 326
- With balances
- 326
Plan year beginning 01/01/2024 · Partial participant-directed account, 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 |
|---|---|---|
| Morgan Stanley | Custodial (securities), Investment advisory (plan) | $174,805 |
| Op&Cm Local 29 Welfare Fund | Contract administrator | $36,400 |
| Op&Cm Local Union No. 29 | Contract administrator | $17,702 |
| Mspc | Accounting | $12,000 |
| Oransky Scaraggi & Borg Pc | Legal | $9,000 |
| Keating Accounting Llc | Accounting | $8,000 |