East Bay Restaurant & Tavern Retirement Plan
Sponsored by Board Of Trustees, East Bay Restaurant & Tavern · EIN 946076428 · Plan #001
- Total assets
- $35.8M
- Net assets
- $35.7M
- Active participants
- 1,764
- With balances
- 0
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 |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys | Contract administrator, Direct payment from the plan | $147,814 |
| National Investment Services, Inc. | Investment management, Investment management fees (direct) | $57,694 |
| Leonard Carder | Legal, Direct payment from the plan | $39,915 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $34,770 |
| National Compliance Service | Accounting, Direct payment from the plan | $29,000 |
| Nepc, Llc | Consulting (pension), Direct payment from the plan | $21,531 |
| Smart Source Llc | Other services, Direct payment from the plan | $19,755 |
| Loomis, Sayles & Company, L.P. | Investment management, Investment management fees (direct) | $17,699 |
| Rael & Letson | Consulting (general), Direct payment from the plan | $16,800 |
| Iron Mountain | Direct payment from the plan, Other services | $8,619 |
| Epic Insurance | Insurance agents and brokers, Insurance brokerage commissions | $0 |