AUMdb

Amalgamated Transit Union Local Union Officers And Employees 401(k) Retirement Plan

Sponsored by Amalgamated Transit Union · EIN 536014540 · Plan #333

Total assets
$12.6M
Net assets
$12.6M
Active participants
197
With balances
133

Plan year beginning 01/01/2024 · 401(k)

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
Calibre Cpa Group, Pllc Accounting $18,000
Eberts & Harrison Insurance services $6,680