Pension Plan For Officers & Professional Staff Of Intl Longshore & Warehouse Union
Sponsored by Intl Longshore & Warehouse Union · EIN 940577594 · Plan #333
- Total assets
- $36.5M
- Net assets
- $36.5M
- Active participants
- 45
- 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 |
|---|---|---|
| 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 | $76,827 |
| Bush Gottlieb A Law Corp | Legal, Direct payment from the plan | $32,752 |
| Principal Global Investors, Llc | Investment advisory (plan), Direct payment from the plan | $18,345 |
| Advanced Consulting Grou | Accounting, Actuarial, Direct payment from the plan | $16,459 |
| Withum | Accounting, Direct payment from the plan | $12,792 |