Tuckpointers Local 52 Defined Contribution Annuity Trust Fund
Sponsored by Tuckpointers Local 52 Defined Contribution Annuity Trust Fund · EIN 366940923 · Plan #003
- Total assets
- $202M
- Net assets
- $202M
- Active participants
- 1,838
- With balances
- 1,817
Plan year beginning 05/01/2024 · Total participant-directed account, Default investment account (QDIA)
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cygan Hayes Ltd. | Direct payment from the plan, Accounting | $91,049 |
| John Kallianis | Direct payment from the plan, Plan administrator | $64,824 |
| Marquette Associates, Inc | Investment advisory (plan), Investment management fees (direct) | $40,000 |
| Innovative Software Solutions, Inc. | Recordkeeping, Direct payment from the plan | $35,756 |
| Prasad Elamana | Employee (plan), Direct payment from the plan | $27,301 |
| Strategic Advisors, Inc. | Investment advisory (participants) | $19,694 |
| Baum, Sigman, Auerbach, & Neuman | Legal, Direct payment from the plan | $19,058 |
| The Segal Company | Direct payment from the plan, Actuarial | $12,870 |
| Associated Agencies | Direct payment from the plan, Insurance brokerage commissions | $12,083 |
| Noventech | Direct payment from the plan, Recordkeeping | $6,193 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $0 |
| Fidelity Investments Institutional | Sub-transfer agency fees | $0 |
| Fidelity Investments Institutional | Sub-transfer agency fees | $0 |
| Fidelity Investments Institutional | Sub-transfer agency fees | $0 |