Iupat District Council No. 21 Of Northeastern Pa Annuity Plan
Sponsored by Painters District Council No. 21 · EIN 232481824 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 294
- With balances
- 351
Plan year beginning 06/01/2024 · Money purchase, 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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Procapita Partners, Llc CRD 300292 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $54,492 |
| Iupat District Council 21 Welfare | Recordkeeping, Direct payment from the plan | $34,086 |
| Procapita Partners Llc | Investment advisory (plan), Direct payment from the plan | $20,093 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $19,000 |
| Koff, Mangan, Vullo & Gartley | Legal, Direct payment from the plan | $17,500 |