United Association Of Journeymen & Apprentice Annuity Trust Fund
Sponsored by United Assn Of Journeymen & Apprnc Local 198 Afl Cio Annuity Trust Fun · EIN 726205444 · Plan #001 · Jacksonville, FL
- Total assets
- $27.5M
- Net assets
- $27.5M
- Active participants
- 2,595
- With balances
- 1,738
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 |
|---|---|---|
| Investment Consulting Services, Llc CRD 122064 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman Inc | Investment management | $118,905 |
| Nat'l Employee Benefits Administra | Contract administrator | $48,888 |
| Duplantier, Hrapmann, Hogan & Maher | Accounting | $42,001 |
| Investment Consulting Services, Llc | Consulting (general), Investment advisory (plan), Consulting fees | $15,000 |
| Robein Urann Spencer Picard & Cange | Legal | $9,660 |