Mcasf Local 725 Defined Contribution Retirement Plan
Sponsored by Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan · EIN 582490173 · Plan #003
- Total assets
- $71.9M
- Net assets
- $71.8M
- Active participants
- 841
- With balances
- 1,609
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 |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Karpus Management Inc CRD 110275 | deterministic · 100% | 2024 |
| Bny Mellon Investment Adviser, Inc. CRD 105642 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Sawgrass Asset Management Llc CRD 108831 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcasf Local 725 Service Corp | Contract administrator, Direct payment from the plan | $142,334 |
| Ullico Investment Advisors Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $88,216 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $47,950 |
| Karpus Management, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $47,609 |
| Bny Mellon Investment Adviser, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $42,655 |
| Nepc, Llc | Consulting (pension), Direct payment from the plan | $35,239 |
| Intercontinental Real Estate Corp. | Investment management, Direct payment from the plan, Investment management fees (direct) | $35,120 |
| Chartwell Investment Partners, Llc | Investment management, Named fiduciary, Direct payment from the plan | $23,636 |
| Hessian & Mckasy, Pa | Legal, Direct payment from the plan | $23,233 |
| Loomis Sayles Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $20,133 |
| U.S. Bank National Association | Custodial (securities), Trustee (institutional), Direct payment from the plan | $13,844 |
| Sawgrass Asset Management Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $11,577 |
| State Street Global Advisors Trust | Custodial (securities), Direct payment from the plan, Investment management fees (direct) | $425 |