AUMdb

U.A. Local 350 Retirement Trust

Sponsored by U.A. Local 350 Retirement Trust · EIN 880214223 · Plan #001 · Reno, NV

Total assets
$42.6M
Net assets
$42.6M
Active participants
882
With balances
1,329

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account

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
Benefit Plan Administrators Contract administrator, Accounting, Participant communication $114,552
Berry & Co Cpas Ltd Accounting, Direct payment from the plan $52,669
Us Bank Custodial (securities), Direct payment from the plan, Other investment fees and expenses $675