U A Local 322 Annuity Fund
Sponsored by United Association Local 322 Annuity Fund · EIN 222708962 · Plan #001
- Total assets
- $149M
- Net assets
- $149M
- Active participants
- 2,192
- With balances
- 2,531
Plan year beginning 05/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Ua Local 322 Health And Welfare Fd | Other services, Direct payment from the plan | $196,153 |
| John Shaloo | Employee (plan), Recordkeeping fees, Direct payment from the plan | $76,812 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $35,350 |
| Pfm Asset Management Llc | Investment management, Investment management fees (direct) | $27,083 |
| The Mckeogh Company | Consulting (pension), Direct payment from the plan | $12,000 |
| Lindaburdy,Mccormick,Estabrook,Coop | Legal, Direct payment from the plan | $10,000 |
| O'donoghue & O'donoghue Llp | Legal, Direct payment from the plan | $9,275 |