U. A. Local Nos. 343 & 355 Defined Contribution Plan
Sponsored by Board Of Trustees Of U.A. Local 343 Pension Trust Fund · EIN 946092775 · Plan #002
- Total assets
- $68.6M
- Net assets
- $68.2M
- Active participants
- 1,430
- With balances
- 1,446
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| U.A. Local 343 Joint Services | Contract administrator, Direct payment from the plan | $139,212 |
| Northwest Plan Services | Recordkeeping, Consulting (general), Direct payment from the plan | $84,198 |
| Kraw Law Group, Apc | Legal, Direct payment from the plan | $66,548 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $46,794 |
| Verus Advisory, Inc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $27,500 |
| Matrix Trust Company | Trustee (discretionary), Float revenue, Other fees | $18,865 |
| Us Bank | Custodial (securities), Direct payment from the plan, Float revenue | $6,122 |