U.A. Local No. 447 Defined Contribution Plan And Trust
Sponsored by Board Of Trustees, U.A. Local No. 447 Defined · EIN 680401920 · Plan #002
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 966
- With balances
- 0
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 |
|---|---|---|
| Empower | Recordkeeping fees, Direct payment from the plan | $77,999 |
| Bridgeway Benefit Technologies | Other fees, Direct payment from the plan | $52,867 |
| Islip & Co | Accounting, Direct payment from the plan | $50,523 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $47,502 |
| Employee #1 | Employee (plan) | $43,440 |
| Kraw Law Group, Apc | Legal, Direct payment from the plan | $40,717 |
| Us Bank | Other services, Direct payment from the plan | $33,623 |
| Employee #2 | Employee (plan) | $32,848 |
| Employee #3 | Employee (plan) | $32,458 |
| Employee #4 | Employee (plan) | $31,612 |
| Caliber Networks | Recordkeeping, Direct payment from the plan | $22,440 |
| Verus Advisors | Consulting (pension), Investment advisory (plan), Investment management fees (direct) | $22,000 |
| Rael & Letson | Actuarial, Consulting (general), Direct payment from the plan | $21,548 |
| Stephen Horn Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |
| Merrill Lynch Pierce Fenner & Smith | Sub-transfer agency fees, Distribution (12b-1) fees, Custodial (other) | $0 |