Local 52 401 (K) Fund
Sponsored by Board Of Trustees Of Local 52 · EIN 134059105 · Plan #005
- Total assets
- $561M
- Net assets
- $558M
- Active participants
- 5,441
- With balances
- 5,606
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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beacon Administrators | Contract administrator | $200,000 |
| Spivak Lipton, Llp | Legal | $74,749 |
| Empower Life & Annuity Insurance | Recordkeeping fees | $34,159 |
| Segal Marco Advisors | Investment advisory (plan) | $32,119 |
| Administrative Services Only | Contract administrator | $30,000 |
| The Segal Company | Consulting fees | $29,855 |
| Kobgo Associates Inc | Accounting | $26,760 |
| Gould, Kobrick & Schlapp, P.C. | Accounting | $25,750 |