Midwest Operating Engineers Retirement Enhancement
Sponsored by Trustees Of Midwest Operating Engineers Retirement Enhancement Fund · EIN 510669630 · Plan #001
- Total assets
- $758M
- Net assets
- $758M
- Active participants
- 16,681
- With balances
- 16,681
Plan year beginning 06/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Legacy Professionals Llp | Accounting, Recordkeeping | $45,643 |
| Fidelity Investments | Contract administrator, Investment management fees (indirect), Sub-transfer agency fees | $30,852 |
| Institute For Workers Welfare | Legal | $26,507 |
| M.O.E. It Service Corp. | Other services | $15,100 |
| Marquette Associates Inc. | Investment advisory (plan) | $15,000 |
| Bond Brothers | Copying and duplicating | $10,549 |
| Mcgann, Ketterman & Rioux | Legal | $6,153 |