Laborers' International Union Of North America Local Union Number 130, Annuity Fund
Sponsored by Board Of Trustees Of Local Union Number 130, Annuity Fund · EIN 237062537 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 492
- With balances
- 522
Plan year beginning 06/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust Financial Advisors | Investment advisory (plan), Investment management fees (direct) | $26,326 |
| Lawrence C. Musgrove Associates | Contract administrator, Direct payment from the plan | $16,373 |
| Alan Ross & Company Pc | Accounting, Direct payment from the plan | $15,186 |
| John Hancock Trust Company, Llc | Recordkeeping fees, Custodial (securities), Direct payment from the plan | $6,598 |
| Baratz & Associates Pa | Accounting, Direct payment from the plan | $6,020 |