AUMdb

Inlandboatmen's Union Of The Pacific National 401(k) Plan

Sponsored by Board Of Trustees, Ibu Of The Pacific National Pension · EIN 930792184 · Plan #002

Total assets
$68.9M
Net assets
$68.8M
Active participants
293
With balances
612

Plan year beginning 07/01/2024 · 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
Verus Investment advisory (plan), Direct payment from the plan $40,000
Benesys Inc Plan administrator, Direct payment from the plan $33,939
John Hancock Trust Company, Llc Shareholder servicing fees, Finders' fees/placement fees, Participant communication $19,620
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $18,000