I.A.T.S.E. Local 33 Section 401(k) Plan
Sponsored by Board Of Trustees, I.A.T.S.E. Local 33 Section 401(k) · EIN 953954078 · Plan #002
- Total assets
- $381M
- Net assets
- $381M
- Active participants
- 8,243
- With balances
- 5,838
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 |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Programs Administration | Plan administrator, Recordkeeping | $183,043 |
| Gilbert & Sackman | Legal, Direct payment from the plan | $91,505 |
| Alan D Biller Associates | Investment advisory (plan), Direct payment from the plan | $62,424 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $34,350 |
| Berry And Co Cpa's | Accounting, Direct payment from the plan | $12,428 |
| Milliman, Inc. | Consulting (pension) | $10,000 |
| Iron Mountain | Other services, Direct payment from the plan, Other fees | $7,919 |