Opeiu Locals 30 & 537 Retirement Fund
Sponsored by Board Of Trustees, Opeiu Locals 30 & 537 · EIN 956072309 · Plan #001
- Total assets
- $152M
- Net assets
- $152M
- Active participants
- 594
- With balances
- 0
Plan year beginning 02/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rael & Letson | Actuarial, Consulting (pension) | $193,784 |
| Benefit Programs Administration | Plan administrator, Recordkeeping | $126,359 |
| Loomis Sayles Trust Company | Investment management fees (direct) | $85,130 |
| Jp Morgan Investment Management | Investment management fees (direct) | $79,681 |
| Us Bank | Custodial (securities), Trustee (institutional) | $53,397 |
| Segal Marco Advisors | Investment advisory (plan) | $45,400 |
| Gilbert & Sackman, A Law Corp. | Legal | $45,347 |
| Calibre Cpa Group, Pllc | Accounting | $40,853 |
| Miller Kaplan Arase Llp | Accounting | $32,200 |
| Mellon Investments Corporation | Investment management fees (direct) | $5,017 |