Derrickmens Annuity Fund, Local 197
Sponsored by Board Of Trustees Derrickmens Annuity Fund, Local 197 · EIN 516112621 · Plan #001
- Total assets
- $44.4M
- Net assets
- $44.0M
- Active participants
- 136
- With balances
- 292
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 97% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $61,084 |
| Congress Asset Management | Investment management, Investment management fees (direct) | $58,720 |
| Daniel H. Cook Associates, Inc | Contract administrator, Direct payment from the plan | $25,555 |
| Wells Fargo Advisors, Llc | Custodial (securities), Investment advisory (plan), Float revenue | $22,000 |
| Colleran O'hara & Mills, Llp | Legal, Direct payment from the plan | $18,732 |
| Law Office Of Steven N Davi Pllc | Legal, Direct payment from the plan | $8,800 |
| The Segal Co. (Eastern States), Inc | Actuarial, Direct payment from the plan | $7,500 |