AUMdb

Southern Tier Building Trades Laborers Profit Sharing Plan

Sponsored by The Builders Exchange Of The Southern Tier Inc. · EIN 160810649 · Plan #002

Total assets
$20.7M
Net assets
$20.7M
Active participants
1,084
With balances
533

Plan year beginning 05/01/2024 · Profit-sharing, Total participant-directed account

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
Northwest Bank Recordkeeping, Investment management, Direct payment from the plan $60,101
Definiti Llc Contract administrator, Recordkeeping, Direct payment from the plan $27,069
Tronconi Segarra & Associates Llp Accounting, Direct payment from the plan $14,955
Lipsitz Geen Scime Cambria Llp Legal, Direct payment from the plan $5,645