United Steelworkers Local 286 Severance/401 (K) Plan
Sponsored by United Steelworkers Local 286 Severance/ 401(k) Plan · EIN 232059315 · Plan #002
- Total assets
- $42.1M
- Net assets
- $42.0M
- Active participants
- 2,056
- With balances
- 3,015
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usw District 10 Local 286 Union | Other services, Direct payment from the plan | $505,129 |
| Transamerica Retirement Solutions | Contract administrator, Custodial (securities), Claims processing | $112,970 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $44,623 |
| Foster & Foster, Inc. | Consulting (general), Direct payment from the plan | $26,000 |
| Spear Wilderman, P.C. | Legal, Direct payment from the plan | $25,000 |
| Littler Mendelson, P.C. | Legal, Direct payment from the plan | $25,000 |
| Morgan Stanley Smith Barney | Investment management, Investment management fees (direct) | $12,500 |
| Xpan Law Partners, Llc | Other services, Direct payment from the plan | $10,800 |
| Carlo Simone, Iii | Employee (plan), Other fees | $0 |
| National Financial Services | Other investment fees and expenses | $0 |