AUMdb

Local 210 Affiliated Annuity Fund

Sponsored by Bd Of Trustees Local 210 Affiliated Annu C/0 Savasta And Company · EIN 132535703 · Plan #003 · New York, NY

Total assets
$4.5M
Net assets
$4.4M
Active participants
221
With balances
696

Plan year beginning 01/01/2024 · Money purchase, Participant-directed brokerage accounts

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
Savasta And Company Contract administrator $43,750
Milliman Inc Recordkeeping $29,909
Weaver And Tidwell, L.L.P. Accounting $19,058
Samuel Goldstein & Co Pc Accounting $17,592
Investment Consulting Services Llc Consulting fees $15,000
Findley Usi Recordkeeping $13,599