AUMdb

Ua Local 190 Defined Contribution Plan

Sponsored by Joint Board Of Trustees Of The Ua Local 190 Defined Contribution Plan · EIN 383316535 · Plan #002

Total assets
$69.2M
Net assets
$69.1M
Active participants
1,283
With balances
1,960

Plan year beginning 06/01/2024 · 401(k)

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
Tic Midwest, Llc Accounting, Claims processing, Contract administrator $34,047
Empower Annuity Insurance Co Of Ame Recordkeeping, Custodial (securities), Investment management $19,807
Bennett & Associates Cpas Pllc Accounting, Direct payment from the plan $18,214
Benesys, Inc Accounting, Claims processing, Contract administrator $14,726
Novara Tesija Catenacci Mcdonald & Legal, Direct payment from the plan $12,576
Segal Advisors, Inc Investment advisory (plan), Direct payment from the plan $12,500
Ferguson Widmayer & Clark Pc Legal, Direct payment from the plan $7,780
Ua Local 190 Claims processing, Contract administrator, Direct payment from the plan $6,708