Laborers Union Local No. 1174 Annuity Fund
Sponsored by Laborers Union Local No. 1174 Annuity Fund · EIN 256709152 · Plan #002
- Total assets
- $28.0M
- Net assets
- $28.0M
- Active participants
- 719
- With balances
- 802
Plan year beginning 05/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hand Benefits & Trust Company | Investment management, Investment management fees (direct), Distribution (12b-1) fees | $79,922 |
| 90 Degree Benefits | Contract administrator, Direct payment from the plan | $53,302 |
| Cap Financial Partners Llc | Investment advisory (plan), Investment management fees (direct) | $50,095 |
| O'donoghue & O'donooghue | Legal, Direct payment from the plan | $23,215 |
| Alan Ross & Company Pc | Accounting, Direct payment from the plan | $8,750 |