AUMdb

Laborers' Int'l Union Of Na Local 1822 Pension Fun

Sponsored by Trustees Of Laborers Int'l Union Of Na Local Union No. 1822 Pension Fu · EIN 166147773 · Plan #001 · Syracuse, NY

Total assets
$36.6M
Net assets
$36.5M
Active participants
129
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 advisory (plan), Custodial (securities), Other investment fees and expenses $101,754
Blitman & King Insurance agents and brokers $42,473
Osullivan Associates Inc Actuarial $28,270
Nwq Investment Management Company Investment management, Soft dollars commissions $27,148
Darcangelo & Co., Llp Accounting $20,840
Joseph W. Mccarthy & Associates Accounting $16,178