AUMdb

Stagehands Local Two Annuity Plan

Sponsored by Board Of Trustees Stagehands Local Two · EIN 363248809 · Plan #003

Total assets
$105M
Net assets
$105M
Active participants
1,335
With balances
2,215

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

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Sei Investments Management Corp CRD 105146 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sei Investment Management Trustee (institutional), Trustee (discretionary), Investment management $407,478
Iatse Local 2 Employee (plan sponsor), Other services, Direct payment from the plan $112,870
Benefits Management Group Contract administrator $36,000
Legacy Professionals Llp Accounting $30,200
Jacobs Burns Orlove & Hernandez Llp Legal $7,323
Kathleen Hechinger Trustee (discretionary), Other services, Direct payment from the plan $5,689
Amalgamated Bank Of Chicago Custodial (securities), Investment management, Float revenue $3,940