Operating Engineers Local No. 147 Annuity Fund
Sponsored by Board Of Trustees Operating Engineers Local No. 147 Annuity · EIN 660598785 · Plan #001
- Total assets
- $64.7M
- Net assets
- $64.7M
- Active participants
- 1,335
- With balances
- 3,972
Plan year beginning 05/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hudson Edge Investment Partners, Inc. CRD 104870 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates | Investment advisory (plan) | $78,146 |
| Southern Benefit Administrators | Plan administrator | $38,338 |
| Daniels, Irwin & Aylor | Accounting | $15,625 |
| Hudson Edge Investment Partners | Investment management | $14,347 |
| Money Market & Mutual Funds | Custodial (securities), Investment management | $0 |