U.A. Local 13 Annuity Fund
Sponsored by U.A. Local 13 Annuity Fund · EIN 521041321 · Plan #001
- Total assets
- $201M
- Net assets
- $201M
- Active participants
- 1,119
- With balances
- 1,410
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| U.A. Local 13 Employers Grp Ins Fud | Other services | $162,478 |
| Empower Annuity Insurance Company | Recordkeeping fees, Investment management fees (direct) | $66,876 |
| Asherkelly | Legal, Direct payment from the plan | $47,247 |
| Segal Marco Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $31,785 |
| Bonadio & Co. Llp | Direct payment from the plan, Accounting | $27,185 |
| U.A. Local 13 Building, Inc. | Other services, Direct payment from the plan | $20,000 |