I.A.T.S.E. Local 3 Annuity Fund
Sponsored by I.A.T.S.E. Local 3 Annuity Fund · EIN 208539583 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 712
- With balances
- 2,232
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| C.W. Breitsman Associates Llc | Contract administrator | $30,000 |
| Xpyria Investment Advisors | Investment management | $18,487 |
| Cypher & Cypher | Accounting | $6,930 |
| Cerity Partners | Investment management | $6,592 |