The United Construction Workers Retirement And 401(k) Savings Plan
Sponsored by Joint Board Of Trusteess · EIN 731641436 · Plan #002
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 69
- With balances
- 249
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 |
|---|---|---|
| Rockefeller & Co. Llc CRD 294197 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $34,508 |
| Kaptein Dykstra & Company | Accounting, Direct payment from the plan | $20,752 |
| Rockefeller | Investment advisory (plan), Direct payment from the plan | $10,383 |