AUMdb

Local 837 401 K Plan

Sponsored by Local 837 Pension Fund Board Of Trustees · EIN 236527213 · Plan #002

Total assets
$1.5M
Net assets
$1.5M
Active participants
30
With balances
214

Plan year beginning 01/01/2024 · 401(k)

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
Beacon Administrators Contract administrator, Direct payment from the plan $7,591
Fischer Dorwart, P.C. Accounting, Direct payment from the plan $5,250
Empower Annuity Insurance Co. Recordkeeping fees $500