U. A. Local No. 343 Defined Benefit Plan
Sponsored by U.A. Local No. 343 Pension Trust · EIN 946092775 · Plan #001
- Total assets
- $160M
- Net assets
- $160M
- Active participants
- 250
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Whitestar Advisors, Llc CRD 124627 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Voya Investments, Llc CRD 111091 | fuzzy_auto · 95% | 2024 |
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 | $131,532 |
| Verus Advisory, Inc. | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $113,958 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $105,654 |
| Kraw Law Group, Apc | Legal, Direct payment from the plan | $63,160 |
| Whitestar Advisors | Investment management, Investment management fees (direct) | $60,000 |
| Northwest Plan Services | Actuarial, Consulting (pension), Direct payment from the plan | $46,800 |
| Prudential Insurance Co. Of America | Investment management, Investment management fees (direct), Investment management fees (indirect) | $35,385 |
| Washington Capital Management, Inc | Investment management, Investment management fees (direct) | $33,118 |
| U.S. Bank | Custodial (securities), Direct payment from the plan, Float revenue | $27,884 |
| Takehara Landscape, Inc. | Other services, Direct payment from the plan | $23,491 |
| Heather Clanton | Accounting, Direct payment from the plan | $17,550 |
| Universal Building Services | Other services, Direct payment from the plan | $17,536 |
| Voya Investment Trust Company | Investment management, Investment management fees (direct) | $15,601 |
| Carole Keane & Associates | Accounting, Direct payment from the plan | $6,425 |