Annuity Fund Iuoe Local 15, 15 A, 15 C, 15 D Afl Cio
Sponsored by Board Of Trustees Annuity Fund Iuoe Local 15, 15 A, 15 C, 15 D Afl Cio · EIN 132899670 · Plan #001
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 3,256
- With balances
- 4,966
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $261,210 |
| Brady Mcguire & Steinberg, P.C. | Legal, Direct payment from the plan | $82,128 |
| Sage Advisory Services Ltd Co | Investment management, Investment management fees (direct) | $79,908 |
| Wells Fargo Advisors | Custodial (securities), Investment advisory (plan), Investment management | $75,000 |
| The Bank Of New York Mellon | Custodial (securities), Investment management, Investment management fees (direct) | $4,011 |
| Clarke & Sampson, Inc. | Insurance agents and brokers, Insurance brokerage commissions | $0 |