Asbestos Workers Local 12 A Abatement Annuity Plan
Sponsored by Board Of Trustees Of Asbestos Workers Local 12 A Abatement Annuity Plan · EIN 113517513 · Plan #001
- Total assets
- $15.6M
- Net assets
- $15.5M
- Active participants
- 299
- With balances
- 1,438
Plan year beginning 06/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Atalanta Sosnoff Capital, Llc CRD 104880 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atalanta Sosnoff | Investment management | $61,626 |
| Colleran Ohara & Mills | Legal | $53,031 |
| Merrill Lynch | Investment management, Custodial (securities) | $47,757 |
| Dh Cook Associates | Contract administrator | $39,000 |
| Rae Consulting | Consulting (general) | $30,298 |
| Joseph M. Stern Associates | Accounting | $28,644 |
| Gould Kobrick & Schlapp Pc | Accounting | $19,500 |
| Bisceglie & Associates | Legal | $18,000 |