Local 445 Annuity Fund
Sponsored by Local 445 Annuity Fund · EIN 141731806 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.5M
- Active participants
- 387
- With balances
- 776
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mspc | Accounting, Direct payment from the plan | $31,649 |
| Stacey Braun Associates, Inc. | Investment management, Investment management fees (direct) | $22,215 |
| Merrill Lynch | Investment management, Investment management fees (direct) | $17,000 |
| Barnes, Iaccarino & Shepherd Llp | Legal, Direct payment from the plan | $15,220 |
| Bank Of New York Mellon | Custodial (securities), Investment management fees (direct) | $11,000 |
| Stone Castle Realty | Real estate brokerage, Direct payment from the plan | $8,445 |