Greater South Florida Ironworkers Annuity Trust Fu
Sponsored by Trustees Of Ironworkers Local Union No. 402 Annuity Trust Fund · EIN 542189207 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 937
- With balances
- 937
Plan year beginning 04/01/2024 · Money purchase
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 |
|---|---|---|
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $40,680 |
| Morgan Stanley Smith Barney | Custodial (securities), Investment advisory (plan), Direct payment from the plan | $24,210 |
| Steven D Eisenberg Cpa, Pa | Accounting, Direct payment from the plan | $7,741 |
| National Employee Benefit Administr | Other services, Direct payment from the plan | $6,568 |
| Mierzwa & Floyd P.A. | Legal, Direct payment from the plan | $5,665 |