Laborers Local 754 Annuity Plan
Sponsored by Trustees Of Laborers Local 754 Annuity Plan · EIN 136659594 · Plan #002
- Total assets
- $19.6M
- Net assets
- $19.4M
- Active participants
- 471
- With balances
- 878
Plan year beginning 07/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 94% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bridgeway Benefit Technoloy | Recordkeeping, Direct payment from the plan | $31,964 |
| Amalgamated Bank Of Chicago | Investment management, Investment management fees (direct) | $15,240 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $15,060 |
| Segall Bryant And Hammill | Investment management, Investment management fees (direct) | $14,230 |
| Manufacturers And Traders Trust Co. | Custodial (securities), Direct payment from the plan | $14,191 |
| Holm & O'hara | Legal, Direct payment from the plan | $11,782 |
| Investment Performance Services Inc | Investment advisory (plan), Investment management fees (direct) | $11,250 |
| Mspc | Direct payment from the plan, Accounting | $9,759 |