AUMdb

Utah Laborers Annuity Plan

Sponsored by Board Of Trustees, Utah Laborers Annuity Trust Fund · EIN 876135141 · Plan #002

Total assets
$47.1M
Net assets
$47.1M
Active participants
1,450
With balances
1,885

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Retirement Plan Svc Recordkeeping, Trustee (institutional), Direct payment from the plan $85,440
Verus Advisory, Inc Investment advisory (plan), Direct payment from the plan, Consulting (pension) $45,000
Pacific Southwest Administrators Plan administrator, Recordkeeping, Direct payment from the plan $34,788
Kelley Law Group Legal, Direct payment from the plan $27,719
The Segal Company Consulting (pension), Direct payment from the plan $26,319
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $21,500