Local 580 Annuity Fund
Sponsored by Board Of Trustees Local 580 Annuity Fund · EIN 136178512 · Plan #001
- Total assets
- $663M
- Net assets
- $663M
- Active participants
- 2,391
- With balances
- 3,081
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
| F/M Investments Llc CRD 304405 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Insight North America Llc | Investment management, Investment management fees (direct) | $148,391 |
| F/M Investments Llc | Investment management, Investment management fees (direct) | $130,811 |
| John Hancock Retirement Plan Servic | Investment management, Investment management fees (direct), Investment management fees (indirect) | $88,982 |
| Joint Managed Services Associates | Accounting, Direct payment from the plan | $85,782 |
| Colleran O'hara & Mills Llp | Legal, Direct payment from the plan | $70,457 |
| Bridgeway Benefit Technologies Llc | Recordkeeping, Direct payment from the plan | $68,189 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $63,249 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $58,997 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $57,650 |
| The Segal Company | Actuarial, Direct payment from the plan | $46,474 |
| Steven N Davi Pc | Legal, Direct payment from the plan | $35,042 |
| Labor Benefits Llc | Insurance agents and brokers, Insurance brokerage commissions | $0 |