Annuity Fund Of Local 274
Sponsored by Plumbing & Pipefitting Ind Afl · EIN 222361111 · Plan #002
- Total assets
- $167M
- Net assets
- $167M
- Active participants
- 322
- With balances
- 683
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | fuzzy_auto · 96% | 2024 |
| Crescent Capital Bdc, Inc. CRD 330493 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Basil Castrovinci Associates Inc | Plan administrator | $185,951 |
| Boyd Watterson Gsa Fund Lp | Investment management fees (direct) | $111,303 |
| Ullico Infrastructure Fund | Investment management fees (direct) | $82,811 |
| Crescent Capital | Investment management | $80,538 |
| David A Gerson Cpa & Associates, Pc | Accounting | $54,416 |
| Ironsides Co Investment Fund Vi | Investment management fees (direct) | $49,089 |
| Columbia Threadneedle | Investment management fees (direct) | $43,141 |
| Grosvenor Capital Management | Investment management fees (direct) | $37,347 |
| Ironsides Partnership Fund Vi | Investment management fees (direct) | $35,894 |
| Prudential Retirement Iac | Investment management | $29,443 |
| Loomis Sayles Trust Co | Investment management | $22,893 |
| Reynolds Consulting | Investment advisory (plan) | $20,292 |
| Amalgamated Bank Trust Dept | Investment management | $17,817 |
| Ironsides Opportunites Fund Ii | Investment management fees (direct) | $16,395 |
| Timothy R Hott, Pc | Legal | $16,200 |
| Lindabury,Mccormack & Estabrook | Legal | $9,000 |