Pointers, Cleaners & Caulkers Annuity Fund
Sponsored by Board Of Trustees Of Pointers, · EIN 136533504 · Plan #002
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 2,350
- With balances
- 2,949
Plan year beginning 07/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees, Other fees | $705,613 |
| Pcc Pension Fund | Claims processing, Participant communication, Recordkeeping | $566,427 |
| Quanvest Consultants | Investment advisory (plan) | $30,612 |
| Gould, Kobrick, & Schlapp, P.C. | Accounting | $13,000 |
| Holm & Ohara, Llp | Legal | $11,705 |
| Rothberg, Straus & Contrubis Llp | Legal | $11,700 |
| The Segal Company | Actuarial | $5,000 |