Plasterers' Local No. 8 Annuity Fund
Sponsored by Trustees Of Plasterers' Local No. 8 Annuity Fund · EIN 236929739 · Plan #001
- Total assets
- $16.6M
- Net assets
- $16.5M
- Active participants
- 173
- With balances
- 196
Plan year beginning 05/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Other services, Direct payment from the plan | $43,949 |
| Investment Performance Services Llc | Investment management, Investment management fees (direct) | $27,500 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $25,647 |
| Susanin, Widman, & Brennan | Legal, Direct payment from the plan | $13,891 |
| Mwm Law Llc | Legal, Direct payment from the plan | $5,406 |
| Joe Moskauski | Employee (plan), Recordkeeping fees | $0 |