Asbestos Workers Local 8 Retirement Trust Plan
Sponsored by Asbestos Workers Local 8 Retirement Trust Plan · EIN 316131266 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 144
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shumaker Loop & Kendrick Llp | Legal | $45,000 |
| Crs Inc | Actuarial | $40,050 |
| Mariner | Investment advisory (plan) | $31,500 |
| Johnson & Krol Llc | Legal | $21,797 |
| Umr | Contract administrator | $19,653 |
| Frank N Hestand Cpa Psc | Accounting | $9,000 |
| Asb Capital Management | Investment management | $6,616 |
| Herzfeld Suetholz Gastel Leniski | Legal | $5,260 |