U.A. Local 467 Defined Contribution Plan
Sponsored by Board Of Trustees, U.A. Local 467 Pension Trust · EIN 776007903 · Plan #006
- Total assets
- $158M
- Net assets
- $158M
- Active participants
- 849
- With balances
- 1,347
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| New Century Partners CRD 110350 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| New Century Partners | Investment management, Investment management fees (direct) | $141,238 |
| Matrix Trust Company | Custodial (securities), Investment management fees (indirect), Float revenue | $35,014 |
| United Administrative Services | Plan administrator, Direct payment from the plan | $33,866 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $21,642 |
| Smart Source Critical Communication | Copying and duplicating, Direct payment from the plan | $9,762 |
| Neyhart, Anderson, Flynn & Grosboll | Legal, Direct payment from the plan | $9,758 |