Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan
Sponsored by Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Supplemental Retire. Pla · EIN 361416355 · Plan #001
- Total assets
- $68.2M
- Net assets
- $68.1M
- Active participants
- 173
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors Llc | Investment advisory (plan) | $122,213 |
| Benefits Management Group Inc | Contract administrator | $84,000 |
| O'sullivan & Associates | Actuarial | $31,200 |
| James V. Gallery And Assoc. | Consulting (pension) | $30,000 |
| Atalanta Sosnoff Capital, Llc | Investment management, Soft dollars commissions | $20,267 |
| Calibre Cpa Group, Pllc | Accounting | $19,800 |
| Amalgamated Bank Of Chicago | Custodial (securities), Float revenue | $9,503 |
| Gregorio Stec Klein & Hose | Legal | $9,137 |