Operating Engineers Local 12 Defined Contribution Trust
Sponsored by Board Of Trustees, Operating Engineers Local 12 · EIN 830984282 · Plan #001
- Total assets
- $518M
- Net assets
- $518M
- Active participants
- 21,373
- With balances
- 19,746
Plan year beginning 07/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Float revenue, Recordkeeping fees | $651,683 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $72,500 |
| Miller Kaplan Arase Llp | Accounting | $27,200 |
| Laquer Urban Clifford & Hodge Llp | Legal | $25,224 |
| Operating Engineers Funds, Inc. | Plan administrator | $12,000 |