United Plant & Production Workers L175 Annuity Fund
Sponsored by Board Of Trustees Of United Plant Production Workers L175 Annuity Fd · EIN 203143138 · Plan #050
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 520
- With balances
- 1,263
Plan year beginning 07/01/2024 · Money purchase
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 |
|---|---|---|
| Us Real Estate Investment Fund Llc | Investment advisory (plan), Direct payment from the plan | $40,534 |
| Rothman Rocco & Laruffa Llp | Legal | $34,034 |
| Reynolds & Reynolds | Investment advisory (plan), Direct payment from the plan | $26,750 |
| Anthony Franco | Employee (plan) | $18,291 |
| Anna Mottola | Employee (plan) | $15,474 |
| Robert Allgier Cpa | Accounting, Direct payment from the plan | $15,130 |
| Saj Consultants Inc | Consulting fees | $14,455 |
| Marie Mossa | Employee (plan) | $10,860 |
| Michele Zunno | Employee (plan) | $10,296 |
| Chaiken & Chaiken | Direct payment from the plan, Legal | $10,150 |
| Mario Briceno | Employee (plan) | $8,173 |
| Dickenson Group | Consulting (general), Direct payment from the plan | $7,500 |