Local 108 Retirement Plan
Taft-Hartley plan, based in Maplewood, New Jersey, reporting $28.6M in assets, for 1,068 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
1 more adviser
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Relationship network
11 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 2.5%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 1.3%
- U.S. Government securities 30.4%
- Registered investment companies 16.6%
- Common stock 48.9%
Consultants and advisers
- Stacey Braun Associates, Inc. Investment adviser (plan)through Jul 31, 2023 Form 5500
- SDP Professional Services, LLC Trusteethrough Dec 31, 2024 Form 5500
- Principal Spectrum Asset Management Custodianthrough Jul 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- MD Sass Associates, Incplan years 2023
- MD Sassplan years 2023
- Morgan Stanley Smith Barney, LLCplan years 2023
What changed
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,068 | Not disclosed | Not disclosed | n/a | $28.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,071 | Not disclosed | Not disclosed | n/a | $28.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 1,118 | Not disclosed | Not disclosed | n/a | $28.0M | Not disclosed | Not disclosed | Not disclosed |
- Morgan Stanley Smith Barney codes 28 51 $94,270 PY2024
- Rwdsu Local 108 codes 12 14 $59,995 PY2024
- Milliman Inc. codes 11 50 $56,321 PY2024
+23 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments, managers.
›Connections
every published relationship on the graph
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.