AUMdb

Ceramic Tile And Terrazzo Local 67 B.A.C. Annuity Trust Fund

Sponsored by Board Of Trustees Of Ceramic Tile And Terrazzo Local 67 B.A.C Annuity · EIN 363707316 · Plan #001

Total assets
$172M
Net assets
$172M
Active participants
660
With balances
1,468

Plan year beginning 01/01/2024 · Profit-sharing

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
Sei Investment Company Trustee (institutional), Trustee (discretionary), Investment management $505,552
R. Ortiz Maldonado Employee (plan) $81,204
Legacy Professionals Llp Accounting, Recordkeeping $32,295
A. Wydra Plan administrator $26,524
Jacobs, Burns, Orlove & Hernandez Legal $10,449
Hour Glass Technologies Inc Other services $10,125
James Fulton Trustee (individual) $7,498
Marco, Mcguire & Arreola Legal $6,313
Macnell Accoutning & Consulting Accounting $5,268