Toc Woodworkers, Iam Defined Contribution Plan And Trust
Sponsored by Board Of Trustees, Toc Woodworkers, Iam Defined · EIN 930951083 · Plan #002
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 190
- With balances
- 3,944
Plan year beginning 06/01/2024 · 401(k)
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 |
|---|---|---|
| Milliman | Recordkeeping, Direct payment from the plan, Other fees | $232,865 |
| Benesys, Inc | Contract administrator, Recordkeeping, Direct payment from the plan | $138,639 |
| Rvk, Inc | Consulting (pension), Direct payment from the plan | $43,199 |
| Joseph L. Reinhart, Pc | Legal, Direct payment from the plan | $36,155 |
| Vigilant Services, Inc | Trustee (discretionary), Direct payment from the plan | $32,500 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $28,150 |
| U.S. Bank National Assocation | Trustee (institutional), Direct payment from the plan | $12,579 |
| Clifton Larson Allen Llp | Accounting, Direct payment from the plan | $11,089 |