AUMdb

Metal Lathers Local 46 Annuity Fund

Sponsored by Board Of Trustees Of Metal Lathers Local 46 Annuity Fund · EIN 136179359 · Plan #001 · Woodside, NY

Total assets
$328M
Net assets
$328M
Active participants
1,823
With balances
2,034

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Partial participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

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

Firm Match Plan year
Reynolds Consulting Services Llc CRD 135768 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fitzsimmons Abrams, Llp Accounting, Direct payment from the plan $93,361
John Hancock Recordkeeping, Direct payment from the plan $85,513
Marshall And Moss, Llp Plan administrator, Direct payment from the plan $48,672
Reynolds Consulting Services, Llc Investment advisory (plan), Investment management fees (direct) $37,500
Jbm Computer Consultants Inc Other services, Direct payment from the plan $34,242
Proskauer Rose Llp Legal, Direct payment from the plan $32,732
Calibre Cpa Group Pllc Accounting, Direct payment from the plan $26,000
Colleran O'hara & Mills Llp Legal, Direct payment from the plan $25,178
The Segal Company Actuarial, Direct payment from the plan $9,000