International Union Of Operating Engineers Local 25 Marine Division Annuity Plan
Sponsored by Int'l Union Of Operating Engineers Local 25 Marine Division Annuity Pl · EIN 113041922 · Plan #002
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 1,366
- With balances
- 2,053
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Consulting Services, Llc CRD 122064 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Contract administrator | $141,551 |
| Invesco Trust Company | Investment management | $121,041 |
| Cohen Weiss & Simon | Legal | $103,333 |
| Investment Consulting Services, Llp | Investment advisory (plan) | $42,800 |
| Weaver And Tidwell Llp | Accounting | $33,708 |
| Matrix Trust Company | Custodial (securities) | $21,554 |
| Segal | Consulting fees | $13,772 |
| Meghan Brodowski | Plan administrator | $5,111 |
| Kristi Fennell | Employee (plan) | $5,010 |