AUMdb

Bakery And Sales Drivers' Local 33 Partitioned Pen

Sponsored by Board Of Trustees Of Bakery And Sales Drivers' Local 33 Part Pen F · EIN 376561427 · Plan #001

Total assets
$144K
Net assets
$106K
Active participants
0
With balances
0

Plan year beginning 01/14/2024

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
Beacon Administrators & Consultants Contract administrator, Direct payment from the plan $48,000
Larry Magarik, Esq Trustee (directed), Direct payment from the plan $25,515
Bolton Partners, Inc. Actuarial, Direct payment from the plan $17,870
Mooney, Green, Saindon, Murphy & We Direct payment from the plan $17,680
Novak Francella, Llc Accounting, Direct payment from the plan $10,000