AUMdb

Local 813 Savings And Thrift Trust Fund

Sponsored by Board Of Trustees Of Local 813 Savings And Thrift Trust Fund · EIN 800529051 · Plan #001 · Long Island City, NY

Total assets
$30.5M
Net assets
$30.5M
Active participants
1,249
With balances
1,398

Plan year beginning 01/01/2024 · 401(k)

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
Usi Consulting Group Recordkeeping, Participant loan processing, Participant communication $133,490
Proskauer Rose Llp Legal, Direct payment from the plan $26,152
C&S Consulting Trustee (individual), Direct payment from the plan $12,000
Calibre Cpa Group Pllc Accounting, Direct payment from the plan $8,326