Allied Workers Local 48 Annuity Plan
Sponsored by Allied Workers Local 48 Annuity Pl Board Of Trustees · EIN 454606516 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 793
- With balances
- 798
Plan year beginning 07/01/2024 · Money purchase, Total participant-directed account
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 |
|---|---|---|
| John Hancock Life Insurance Company | Plan administrator, Recordkeeping, Investment management | $55,501 |
| Southern Benefit Administrators Inc | Plan administrator | $18,187 |
| Daniels, Irwin & Aylor | Accounting | $11,725 |
| O'donoghue & O'donoghue Llp | Legal | $9,097 |
| Morgan Stanley Wealth Management | Investment advisory (plan) | $9,000 |
| Quinn Connor Weaver Davies & Rouco | Legal | $667 |