Asbestos Workers Local 84 Annuity Plan
Sponsored by Asbestos Workers Local 84 Annuity Plan · EIN 341540318 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 109
- With balances
- 230
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Services | Custodial (securities) | $30,916 |
| Healthscope Benefits, Inc. | Contract administrator, Recordkeeping | $13,212 |
| Ubs Financial Services, Inc. | Consulting (general), Investment advisory (plan) | $12,000 |
| Yurchyk & Davis Cpa's, Inc. | Accounting | $8,900 |
| Macala & Piatt, Llc | Legal | $6,953 |