I.U.O.E. Local #132 Annuity & Savings Fund
Sponsored by I.U.O.E. #132 Annuity & Savings Fd · EIN 550712315 · Plan #001 · Huntington, WV
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 6,113
- With balances
- 9,568
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).
| Firm | Match | Plan year |
|---|---|---|
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower | Contract administrator | $472,393 |
| Standard Valuations | Investment advisory (plan), Direct payment from the plan | $26,000 |
| Ledbetter Parisi Llc | Legal | $19,023 |
| Harris, Hardin & Company, A.C. | Accounting, Direct payment from the plan | $15,519 |
| John Hancock Retirement Services | $10,976 |