Annuity Fund Of Operating Engineers Local 513
Sponsored by Board Of Trustees Of Annuity Fund Of Operating Engineers Local 513 · EIN 431712261 · Plan #001 · Bridgeton, MO
- Total assets
- $323M
- Net assets
- $323M
- Active participants
- 9,570
- With balances
- 9,094
Plan year beginning 05/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bny Mellon Investment Management Ca | Investment management, Investment management fees (direct) | $206,834 |
| National Investment Services | Custodial (securities), Investment management fees (direct) | $170,773 |
| Benesys, Inc. | Contract administrator | $123,087 |
| Nepc, Llc | Consulting (general) | $110,450 |
| Commerce Bank | Custodial (securities), Investment management fees (direct) | $105,886 |
| Boston Trust Walden Company | Custodial (securities), Investment management, Investment management fees (direct) | $45,449 |
| Hartnett Reyes Jones, Llc | Legal, Direct payment from the plan | $41,087 |
| Local 513 | Direct payment from the plan | $36,327 |
| Anders Minkler Huber Helm Llp | Accounting | $26,500 |
| Bmo Harris Bank Na | Investment management, Investment management fees (direct) | $24,783 |
| Wellington Trust Company, Na | Investment management fees (indirect) | $0 |