Operating Engineers Local 520 Annuity Plan
Sponsored by Board Of Trustees Operating Engineers Local 520 · EIN 371328217 · Plan #101
- Total assets
- $269M
- Net assets
- $269M
- Active participants
- 3,066
- With balances
- 3,411
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $239,927 |
| Oper Eng Local 520 Annuity Trust Fd | Other fees | $166,930 |
| Investment Consulting Services, Llc | Consulting fees | $55,000 |
| Hammond & Shinners, P.C. | Legal | $16,467 |
| Scheffel Boyle | Accounting | $14,110 |
| Empower Advisory Group Llc | Investment management | $11,408 |