AUMdb

Laborers' Local 130 Pension Fund

Sponsored by Trustees Of Laborers' Local 130 Pension Fund · EIN 240866674 · Plan #001 · Scranton, PA

Total assets
$4.2M
Net assets
$4.1M
Active participants
116
With balances
0

Plan year beginning 05/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Acrisure Direct payment from the plan, Actuarial $98,276
Lawrence C Musgrove Associates Contract administrator, Direct payment from the plan $59,955
Capfinancial Partners, Llc Investment advisory (plan), Investment management fees (direct) $53,340
Alan Ross & Company Accounting, Direct payment from the plan $16,086
Odonoghue & Odonoghue Llp Legal, Direct payment from the plan $15,110
Wells Fargo Bank, Na Account maintenance fees, Direct payment from the plan $7,134
Foster & Foster, Inc Actuarial, Direct payment from the plan $6,200
Baratz & Associates Pa Accounting, Direct payment from the plan $5,815