Iuoe Local 295 & 295 C Employees Annuity Plan
Sponsored by Board Of Trustees, Iuoe Local 295 & 295 C Employees Annuity · EIN 261420360 · Plan #001 · Maspeth, NY
- Total assets
- $4.0M
- Net assets
- $3.9M
- Active participants
- 124
- With balances
- 491
Plan year beginning 01/01/2024 · Money purchase
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 |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Float revenue, Recordkeeping fees | $20,312 |
| Fitzsimmons Abrams, Llp | Accounting, Direct payment from the plan | $10,000 |
| Weaver & Tidwell, Llp | Accounting | $9,450 |
| Morgan Stanley Wealth Management | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $8,394 |
| Citrin Cooperman & Company Llp | Accounting, Direct payment from the plan | $6,615 |