AUMdb

Stage Employees Local No 18 Retirement Plan

Sponsored by Board Of Trustees Of The Stage Employees Local No. 18 Retirement · EIN 396224262 · Plan #001

Total assets
$16.7M
Net assets
$16.7M
Active participants
758
With balances
1,117

Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, Default investment account (QDIA)

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
Associated Trust Company, N.A. Recordkeeping, Custodial (securities), Direct payment from the plan $72,327
Clifton Larson Allen, Llp Accounting, Direct payment from the plan $25,200
Schultheis & Panettieri, Llp Accounting, Direct payment from the plan $25,000