Southwest Asbestos Workers Pension Plan
Sponsored by Southwest Asbestos Workers Local 94 · EIN 736158924 · Plan #001
- Total assets
- $28.3M
- Net assets
- $28.3M
- Active participants
- 92
- 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 |
|---|---|---|
| Merrill, Lynch, Pierce, Fenner & Sm | Custodial (other), Investment management fees (direct), Investment management fees (indirect) | $192,022 |
| Benefit Resources, Inc. | Plan administrator, Recordkeeping, Participant communication | $45,373 |
| Edwards & Leathers, P.C. | Accounting | $21,208 |
| Definiti Llc | Actuarial | $16,705 |
| The Union Labor Life Insurance Comp | Investment management, Investment management fees (direct) | $12,640 |