Studio Mechanics Local 476 Annuity Plan
Sponsored by Board Of Trustees Studio Mechanics Local 476 Annuity Fund · EIN 363828094 · Plan #002
- Total assets
- $41.2M
- Net assets
- $41.1M
- Active participants
- 1,445
- With balances
- 2,721
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Washington Capital Management Inc CRD 105253 | fuzzy_auto · 94% | 2024 |
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Studio Mechanics Local 476 | Recordkeeping, Direct payment from the plan | $56,929 |
| Wampler & Associates, Llc | Accounting, Direct payment from the plan | $47,290 |
| National Investment Services | Investment advisory (plan), Direct payment from the plan | $31,258 |
| Cuni Rust & Strenk, Inc. | Recordkeeping, Other services, Direct payment from the plan | $16,775 |
| Comerica Bank | Custodial (securities), Investment management, Other services | $14,088 |
| Washington Capital | Investment advisory (plan), Direct payment from the plan | $13,872 |
| Fgmk, Llc | Accounting, Direct payment from the plan | $12,665 |
| Strategic Capital Investment | Investment advisory (plan), Direct payment from the plan | $12,400 |
| Jacobs Burns Orlove & Hernandez | Legal, Direct payment from the plan | $7,942 |
| Alliant Insurance Services, Inc. | Insurance services, Direct payment from the plan | $5,541 |