Profit Sharing & 401(k) Retirement Plan Local 567
Sponsored by Board Directors Of Profit Sharing & 401(k) Retirement Plan Local 567 · EIN 010439781 · Plan #002
- Total assets
- $72.5M
- Net assets
- $72.5M
- Active participants
- 460
- With balances
- 538
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kimberely Keenan | Employee (plan), Recordkeeping, Direct payment from the plan | $127,180 |
| Meketa Investment Group | Investment management, Investment management fees (direct) | $45,000 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $19,821 |
| Jensen Baird Gardner & Henry | Legal, Direct payment from the plan | $17,810 |
| Empower Advisory Group, Llc | Investment management, Investment management fees (direct) | $6,146 |