Excavators Union Local 731 Annuity Fund
Sponsored by Excavators Union Local 731 Annuity Board Of Trustees · EIN 510136348 · Plan #001
- Total assets
- $953M
- Net assets
- $953M
- Active participants
- 6,526
- With balances
- 10,720
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 |
|---|---|---|
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 97% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Pacific Income Advisers Inc CRD 104719 | fuzzy_auto · 98% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $658,379 |
| Melvin Feder | Legal, Direct payment from the plan | $333,060 |
| Castiglia, Llp | Accounting, Recordkeeping, Direct payment from the plan | $224,844 |
| Boyd Watterson Asset Management | Investment management, Investment management fees (direct) | $121,555 |
| Ullico | Investment management, Investment management fees (direct) | $114,260 |
| Pacific Income Adv | Investment management, Investment management fees (direct) | $109,164 |
| Congress Asset Management | Investment management, Investment management fees (direct) | $98,365 |
| Reliance Trust | Other fees, Direct payment from the plan, Investment management fees (direct) | $84,741 |
| The Segal Company | Actuarial, Direct payment from the plan | $29,375 |
| Bridgeway Benefit Tech | Consulting fees, Direct payment from the plan | $20,806 |
| Premier Technologies | Consulting fees, Direct payment from the plan | $16,895 |
| Syntonic Systems | Consulting fees, Direct payment from the plan | $5,610 |