Labor Unions 401 K Plan
Sponsored by Board Of Trustees, Labor Unions 401(k) Plan · EIN 336194629 · Plan #001
- Total assets
- $73.7M
- Net assets
- $73.7M
- Active participants
- 3,614
- With balances
- 3,614
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pension Fund Evaluations, Inc. CRD 10985 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Plan administrator | $392,590 |
| Withum, Smith & Brown | Accounting | $126,117 |
| Us Bank, N.A. | Other services | $71,312 |
| Meredith Sesser | Legal | $27,563 |
| Jeff Eatchel | Trustee (individual) | $17,400 |
| Miller Kaplan Arase Llp | Accounting | $16,400 |
| Pension Fund Evaluations | Investment advisory (plan), Direct payment from the plan | $13,500 |
| Kennedy Law Firm | Legal | $12,598 |
| Michael Snyder | Trustee (individual) | $11,600 |