AUMdb

Local No. 1 Suburban 401(k) Savings Plan

Sponsored by Board Of Trustees Local No. 1 Suburban 401(k) Savings Plan · EIN 843791959 · Plan #001

Total assets
$10.9M
Net assets
$10.9M
Active participants
6,465
With balances
6,480

Plan year beginning 04/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Partial participant-directed account

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
Wilson Mcshane Corporation Contract administrator, Other services $253,219
Laner, Muchin Ltd Legal $30,475
Bank Of America Custodial (securities), Direct payment from the plan, Float revenue $27,501
Legacy Professionals Llp Accounting, Recordkeeping $22,423
Honsa Binder Printing, Inc. Participant communication, Other services $13,860
Sommers & Fahrenbach Inc Participant communication, Other services $5,856
Greg King Trustee (individual) $5,387