Journeymen & Apprentices Of Local 188 Annuity Fund
Sponsored by Trustees Of Journeymen & Apprentices Of Local 188 Annuity Fund · EIN 205337584 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 711
- With balances
- 711
Plan year beginning 07/01/2024 · Money purchase, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Trust Company | Contract administrator, Recordkeeping, Investment management fees (indirect) | $42,911 |
| Nat'l Employee Benefits Admin. Inc. | Contract administrator, Copying and duplicating, Participant communication | $27,429 |
| Plumbers & Pipefitters U.A. L. 188 | Other services | $18,473 |
| Legacy Professionals, Llp | Accounting, Recordkeeping | $18,245 |
| Robein Urann Spencer Picard & Cange | Legal | $16,213 |
| Investment Performance Services Llc | Investment advisory (plan) | $11,852 |
| My Benefits Administator, Llc | Contract administrator, Copying and duplicating, Participant communication | $8,142 |