Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund
Sponsored by Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. Fund · EIN 363637616 · Plan #005
- Total assets
- $46.2M
- Net assets
- $46.2M
- Active participants
- 931
- With balances
- 931
Plan year beginning 07/01/2024 · Money purchase, 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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Investment management fees (indirect) | $29,738 |
| Fiducient Advisors, Llc | Investment advisory (plan) | $25,000 |
| Calibre Cpa Group, Pllc | Accounting | $15,200 |
| Benefits Management Group, Inc. | Contract administrator | $10,000 |