Laborers Local 235 Annuity Fund
Sponsored by Laborers Local 235 Annuity Fund · EIN 133498896 · Plan #002
- Total assets
- $58.0M
- Net assets
- $57.8M
- Active participants
- 692
- With balances
- 2,009
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stacey Braun Associates, Inc. | Investment management, Investment management fees (direct) | $188,613 |
| Marshall & Moss Admin Services | Recordkeeping, Direct payment from the plan | $32,892 |
| Merrill Lynch | Investment advisory (plan), Investment management fees (direct) | $30,500 |
| Barnes, Iaccarino & Shepherd Llp | Legal, Direct payment from the plan | $15,600 |
| Bank Of America | Custodial (securities), Investment management fees (direct) | $15,117 |
| Citrin Cooperman & Company Llp | Accounting, Direct payment from the plan | $6,600 |
| Citrin Cooperman Advisors Llc | Accounting, Direct payment from the plan | $6,600 |
| Marshall & Moss Payroll Compliance | Accounting, Direct payment from the plan | $6,341 |