Laborers Local 231 Annuity Fund
Sponsored by Board Of Trustees Laborers Local 231 Annuity Fund · EIN 371230607 · Plan #001 · Pekin, IL
- Total assets
- $40.7M
- Net assets
- $40.6M
- Active participants
- 954
- With balances
- 1,453
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 |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Laborers Local 231 H&W Fund | Contract administrator, Direct payment from the plan | $128,423 |
| National Investment Services, Inc | Investment management, Investment management fees (direct) | $15,968 |
| Chevy Chase Trust Company | Investment management fees (direct), Investment management | $12,080 |
| Romolo & Associates, Llc | Accounting, Direct payment from the plan | $11,088 |
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $11,042 |
| Cavanagh & O'hara | Legal, Direct payment from the plan | $5,098 |
| Commerce Trust Company | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $5,015 |