International Union Of Operating Engineers Local 877 Annuity Fund
Sponsored by Bd Of Trustees I.U.O.E. Local 877 Annuity Fund · EIN 043228497 · Plan #001
- Total assets
- $29.6M
- Net assets
- $29.3M
- Active participants
- 466
- With balances
- 479
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $147,573 |
| Benesys Inc | Direct payment from the plan, Plan administrator, Contract administrator | $25,802 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $20,000 |
| Fuiman Mogila Llp | Legal, Direct payment from the plan | $15,570 |
| Reid And Reige Pc | Investment advisory (participants), Direct payment from the plan | $6,658 |
| Wells Fargo Clearing Services Llc | Other services, Other fees | $0 |