AUMdb

Painters Local Union 802 Retirement Plan

Sponsored by Trustees Of Painters Local Union 802 · EIN 516035231 · Plan #002

Total assets
$81.2M
Net assets
$81.1M
Active participants
489
With balances
0

Plan year beginning 05/01/2024 · Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Principal Global Investors, Llc CRD 109002 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $216,850
United Actuarial Services, Inc. Actuarial, Direct payment from the plan $55,771
Bpa Of Wi A Benesys Company Recordkeeping, Employee (plan) $48,493
The Previant Law Firm, S.C. Investment advisory (plan), Other services, Direct payment from the plan $33,169
Principal Global Investors, Llc Investment advisory (plan), Direct payment from the plan $32,015
Sikich Llp Accounting, Direct payment from the plan $24,267