I.A.T.S.E. Local 21 401(k) Plan
Sponsored by I.A.T.S.E. Local 21 · EIN 223585682 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 890
- With balances
- 659
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pkf O'connor Davies | Accounting | $75,500 |
| Voya Retirement Ins. & Annuity Co. | Investment advisory (plan) | $6,135 |
| Ubs Financial Services | Investment advisory (plan) | $0 |
| Red Bank Pension Services, Inc. | Other services | $0 |