AUMdb

Abatement Workers National Defined Contribution Pension Plan

Sponsored by Abatement Workers National Defined Contribution Pension Plan · EIN 383048188 · Plan #003

Total assets
$45.2M
Net assets
$45.2M
Active participants
2,621
With balances
2,629

Plan year beginning 06/01/2024 · 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
Principal Life Insurance Co Contract administrator, Direct payment from the plan, Recordkeeping fees $230,407
Morgan Stanley Securities brokerage, Direct payment from the plan $90,000
Novara, Tesija Legal, Direct payment from the plan $88,289
Benesys, Inc Plan administrator, Direct payment from the plan $48,857
Wrubel Wesley & Co Cpas Accounting, Direct payment from the plan $19,700
Stafansky Hollaway Accounting, Direct payment from the plan $12,792
Pnc Bank Direct payment from the plan, Account maintenance fees $8,263
Abatement Pension Fund Contract administrator, Direct payment from the plan, Other fees $5,850