Painters And Allied Trades Local 1959 Retirement Plan
Sponsored by Board Of Trustees Painters And Allied Trades L 1959 Retirement Plan · EIN 453480450 · Plan #001 · Mercer Island, WA
- Total assets
- $14.2M
- Net assets
- $14.1M
- Active participants
- 418
- With balances
- 434
Plan year beginning 01/01/2024 · Default investment account (QDIA), Money purchase, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Labor Trust Services, Inc | Contract administrator, Copying and duplicating, Direct payment from the plan | $31,357 |
| John Hancock Retirement Services | Recordkeeping, Investment management, Shareholder servicing fees | $29,333 |
| Macala & Piatt Llc | Legal | $10,608 |
| Platform Cpas Llp | Accounting | $10,200 |
| Marsh & Mclennan Agency | Insurance agents and brokers | $7,575 |