Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund
Sponsored by Bot Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc. · EIN 836011320 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Grooms & Harkins, P.C. | Contract administrator, Direct payment from the plan | $81,000 |
| Transform Wealth | Investment management, Direct payment from the plan | $26,207 |
| Milliman | Actuarial, Direct payment from the plan | $21,973 |
| Needles & Associates, Llc | Accounting, Direct payment from the plan | $21,336 |
| Lincoln Financial Group | Contract administrator, Direct payment from the plan | $11,589 |