Warehouse Employees Local 169 & Participating Employers Joint Severance Fund
Sponsored by Warehouse Employees Local 169 & Particip Employers Joint Severance Fun · EIN 232661636 · Plan #001 · Elkins Park, PA
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 101
- With balances
- 763
Plan year beginning 07/01/2024 · Profit-sharing
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 |
|---|---|---|
| Bacheler & Company Pc | Accounting, Direct payment from the plan | $17,042 |
| Amalgamated Bank | Custodial (other), Custodial (securities), Investment advisory (plan) | $12,967 |
| Zenith American Solutions Inc. | Contract administrator, Plan administrator, Recordkeeping | $10,584 |