Bricklayers And Stonemasons Local 5 Annuity Fund
Sponsored by Board Of Trustees Of Bricklayers & Stonemasons Local 5 Annuity Fund · EIN 236535428 · Plan #001 · Harrisburg, PA
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 83
- With balances
- 247
Plan year beginning 06/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Trustee (directed), Direct payment from the plan, Investment management fees (direct) | $54,893 |
| Benefit Processing, Inc | Contract administrator, Direct payment from the plan | $37,988 |
| Odonoghue & Odonoghue | Insurance agents and brokers | $11,369 |
| Wells Fargo Clearing Services Llc | Investment management fees (direct), Other fees | $0 |