Millwright Union Individual Account Retirement Plan
Sponsored by Board Of Trustees Of The Millwright Union Individual Account Retiremen · EIN 391707392 · Plan #001
- Total assets
- $47.2M
- Net assets
- $47.2M
- Active participants
- 1,112
- With balances
- 1,120
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alpha Investment Consulting Group, Llc CRD 139721 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $81,500 |
| Alpha Investment Consulting Group | Investment advisory (participants), Direct payment from the plan | $35,000 |
| Reinhart Boerner Van Deuren S.C. | Legal, Direct payment from the plan | $25,200 |
| Wilson Mcshane Corporation | Contract administrator, Direct payment from the plan | $24,122 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $17,010 |