Carpet, Linoleum And Soft Tile Local Union 1926 Annuity Plan
Sponsored by Board Of Trustee Of Carpet, Linoleum And Soft Tile Local 1926 · EIN 990180872 · Plan #002
- Total assets
- $15.6M
- Net assets
- $15.2M
- Active participants
- 187
- With balances
- 255
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ck Financial Llc CRD 287830 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit & Risk Management Services | Contract administrator, Recordkeeping, Legal | $61,689 |
| Hgk | Investment management, Custodial (securities) | $44,000 |
| Mc Group Hawaii, Inc. | Accounting | $15,916 |
| Segal Consulting | Consulting (general), Insurance agents and brokers, Actuarial | $11,292 |
| Ckw Financial | Investment management, Custodial (securities) | $9,550 |
| Yamamoto Caliboso Hetherington | Legal | $8,760 |