Operating Engineers Local 77 Individual Account Plan
Sponsored by Board Of Trustees Operating Engineers Local 77 Individual Account Plan · EIN 522241121 · Plan #001
- Total assets
- $51.7M
- Net assets
- $51.7M
- Active participants
- 5,247
- With balances
- 3,118
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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Direct payment from the plan, Recordkeeping fees | $183,899 |
| Associated Administrators, Llc | Contract administrator, Direct payment from the plan | $109,354 |
| Investment Performance Services, Ll | Investment management, Direct payment from the plan | $37,500 |
| Operating Engineers Trust Fd Of Dc | Other fees | $28,452 |
| Calibre Cpa Group | Accounting, Direct payment from the plan, Actuarial | $10,000 |