Carpenters Local Union No 491 Annuity Plan
Sponsored by Carpenters Local No 491 Annuity Plan · EIN 521840473 · Plan #002 · Sparks, MD
- Total assets
- $37.3M
- Net assets
- $37.2M
- Active participants
- 1,130
- With balances
- 9,068
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 |
|---|---|---|
| Bolton Partners Investment Consulting Group, Inc. CRD 104684 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Batoff Associates | Legal | $38,732 |
| Associated Adminstrators | Plan administrator, Recordkeeping | $35,531 |
| Ira Marc Miller And Co Pa | Accounting | $16,875 |
| Bolton Partners Investment Consulti | Investment advisory (plan) | $12,975 |
| York Insurance Services Inc | Insurance services | $5,011 |