Glaziers & Glassworkers Local 660 Individual Account Plan
Sponsored by Glaziers & Glassworkers Local 660 Individual Account Plan · EIN 160921100 · Plan #002
- Total assets
- $30.0M
- Net assets
- $30.0M
- Active participants
- 391
- With balances
- 457
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Apollo Wealth Management, Llc CRD 144673 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Appollo Wealth Management, Llc | Investment advisory (plan), Direct payment from the plan | $61,712 |
| Benefit Plans Administrative Svcs | Recordkeeping, Direct payment from the plan | $58,899 |
| Tronconi Segarra & Associates Llp | Accounting, Direct payment from the plan | $17,050 |
| Pdc No. 4 Health & Welfare Trust | Plan administrator, Direct payment from the plan | $7,200 |