Operating Engineers Local 66 Annuity And Savings Fund
Sponsored by Board Of Trustees Oper Eng. Loc 66 Annuity And Savings Fund · EIN 256271522 · Plan #001
- Total assets
- $290M
- Net assets
- $290M
- Active participants
- 8,768
- With balances
- 9,378
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Recordkeeping fees | $381,403 |
| Mariner Institutional, Llc | Investment advisory (plan) | $40,000 |
| Meyer, Unkovic & Scott | Legal | $22,951 |
| Diclaudio & Kramer, Llc | Accounting | $17,000 |