Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan
Sponsored by Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan · EIN 364026691 · Plan #001 · Chicago, IL
- Total assets
- $346M
- Net assets
- $346M
- Active participants
- 7,078
- With balances
- 3,346
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 |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc | Contract administrator, Copying and duplicating, Other services | $243,355 |
| John Hancock Retirement Plan Servic | Recordkeeping, Investment management, Shareholder servicing fees | $202,884 |
| Strategic Capital Investment Adv | Investment advisory (plan) | $68,750 |
| Legacy Professionals Llp | Accounting | $25,500 |
| Hunt Insurance | Insurance agents and brokers, Insurance services | $22,752 |
| American Graphics Printing | Copying and duplicating | $12,289 |
| Johnson And Krol Llc | Legal | $10,252 |