Asbestos Workers Syracuse Annuity Fund
Sponsored by Asbestos Workers Syracuse Annuity Fund · EIN 161298413 · Plan #002
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 69
- With balances
- 176
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hazard & Siegel Advisory Services Llc CRD 151462 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Investments | Recordkeeping, Trustee (institutional), Other services | $131,626 |
| Dermody, Burke & Brown, Cpas, Llc | Accounting, Direct payment from the plan | $18,000 |
| Blitman & King, Llp | Insurance agents and brokers, Direct payment from the plan | $15,624 |
| Hazard & Siegel Advisory Services, | Investment advisory (plan), Direct payment from the plan | $8,800 |
| Donna Thomas | Contract administrator, Direct payment from the plan | $8,330 |