Local 338 Annuity Fund
Sponsored by Board Of Trustees Local 338 Annuity Fund · EIN 271596066 · Plan #001
- Total assets
- $61.0M
- Net assets
- $60.7M
- Active participants
- 5,275
- With balances
- 13,890
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wright Investors Service Inc CRD 106302 | deterministic · 100% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rwdsu/Ufcw Local 338 | Other services, Direct payment from the plan | $257,104 |
| Wright Investors Service Inc | Investment management fees (direct), Soft dollars commissions, Investment management | $122,278 |
| The Segal Company | Actuarial, Direct payment from the plan | $34,479 |
| Friedman & Anspach | Legal, Direct payment from the plan | $28,456 |
| Reynolds Consulting Services Llc | Investment advisory (plan), Investment management fees (direct) | $10,000 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $8,500 |