Local 812 Annuity Fund
Sponsored by Board Of Trustees Local 812 Annuity Fund · EIN 874819968 · Plan #001
- Total assets
- $34.3M
- Net assets
- $34.2M
- Active participants
- 2,173
- With balances
- 2,630
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 |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Direct payment from the plan, Other investment fees and expenses | $136,271 |
| Marshall And Moss, Llp | Accounting, Direct payment from the plan | $100,367 |
| Proskauer Rose, Llp | Legal, Direct payment from the plan | $60,000 |
| Cary Kane, Llp | Legal, Direct payment from the plan | $60,000 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $30,300 |
| Withumsmith & Brown Pc | Consulting (general), Direct payment from the plan | $10,370 |
| Quan Vest Consultants, Inc. | Investment management, Investment management fees (direct) | $8,040 |