Operating Eng. Local 474 Defined Contribution
Sponsored by Operating Eng. Local 474 Defined Contribution · EIN 586209482 · Plan #002
- Total assets
- $61.3M
- Net assets
- $61.3M
- Active participants
- 254
- With balances
- 1,442
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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Post Advisory Group, Llc CRD 108860 | deterministic · 100% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 96% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Corbin Capital Partners, L.P. CRD 130819 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Victory Capital Investment Trust | Custodial (securities), Investment management | $58,761 |
| Southern Benefit Administrators | Plan administrator, Consulting (general) | $40,155 |
| Hardman Johnston Global Advisors | Investment management | $29,007 |
| Investment Performance Services | Investment advisory (plan) | $25,000 |
| National Investment Services | Custodial (securities), Investment management | $18,567 |
| Daniels, Irwin & Aylor Cpas | Accounting | $13,750 |
| Barrow Hanley Investments | Custodial (securities), Investment management | $0 |
| Post Advisory Group | Investment management | $0 |
| Newtower Trust Company | Custodial (securities), Investment management | $0 |
| Mesirow Financial | Custodial (securities), Investment management | $0 |
| Boyd Watterson Asset Management Llc | Custodial (securities), Investment management | $0 |
| Corbin Capital Partners, Lp | Custodial (securities), Investment management | $0 |