Local 73 Retirement Fund
Sponsored by Local 73 Retirement Fund · EIN 156016577 · Plan #001
- Total assets
- $71.3M
- Net assets
- $71.2M
- Active participants
- 247
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Strategic Capital Advisors | Consulting (general), Direct payment from the plan | $68,750 |
| Bolton Partners Northeast, Inc. | Actuarial, Direct payment from the plan | $53,956 |
| Bonadio & Co. Llp | Accounting, Direct payment from the plan | $37,790 |
| National Investment Services | Direct payment from the plan, Custodial (securities) | $35,591 |
| Blitman & King | Direct payment from the plan, Legal | $27,396 |
| Key Bank National Association | Contract administrator, Shareholder servicing fees, Custodial (securities) | $7,796 |