I.A.T.S.E. Local 13 Retirement Plan & Trust
Sponsored by Trustees Of I.A.T.S.E. Local 13 Retirement Plan & Trust · EIN 411735205 · Plan #001
- Total assets
- $26.6M
- Net assets
- $26.6M
- Active participants
- 1,387
- With balances
- 1,435
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator, Copying and duplicating | $124,479 |
| Empower Annuity Ins Co Of America | Recordkeeping, Recordkeeping fees | $49,667 |
| Ubs Financial Services | Investment advisory (participants) | $44,871 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $30,270 |