AUMdb

Bay Area Painters & Tapers Annuity Fund

Sponsored by Bay Area Painters & Tapers Annuity Fund · EIN 946276501 · Plan #002

Total assets
$544M
Net assets
$542M
Active participants
6,637
With balances
12,666

Plan year beginning 01/01/2024 · Money purchase, 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
John Hancock Retirement Plan Svs Recordkeeping, Direct payment from the plan $472,295
Hsba Contract administrator, Direct payment from the plan $338,496
Graystone Consulting Investment advisory (plan), Investment management fees (direct) $100,000
Saltzman And Johnson Legal, Direct payment from the plan $45,285
Eide Bailly Llp Direct payment from the plan, Accounting $30,000
Segal Select Insurance Services Inc Insurance services $0