Stationary Engineers Local 39 Annuity Trust Fund
Sponsored by Bd. Of Trust. Of Stationary Engineers Loc. 39 Annuity · EIN 942787714 · Plan #001
- Total assets
- $315M
- Net assets
- $315M
- Active participants
- 6,736
- With balances
- 5,986
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
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 |
|---|---|---|
| Health Services & Benefit Administr | Claims processing, Contract administrator, Recordkeeping | $108,750 |
| Graystone Consulting/Morgan Stanley | Investment advisory (plan), Named fiduciary, Direct payment from the plan | $100,000 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $71,248 |
| Weinberg, Roger & Rosenfeld | Legal, Direct payment from the plan | $51,570 |
| Team St. Inc. | Copying and duplicating, Other services, Direct payment from the plan | $6,293 |
| Empower Annuity Insurance Company | Recordkeeping fees | $3,080 |