Operating Engineers Local 825 Profit Sharing Fund
Sponsored by Operating Engineers Local 825 Profit Sharing Fund · EIN 222507282 · Plan #002
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 10,217
- With balances
- 11,881
Plan year beginning 07/01/2024 · Profit-sharing, Partial participant-directed account
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 |
|---|---|---|
| Iuoe Local 825 Welfare Fund | Other services | $1,494,492 |
| Investment Performance Services Llc | Consulting (general) | $162,500 |
| Empower Annuity Insurance Company | Recordkeeping fees | $78,905 |
| Calibre Cpa Group Pllc | Accounting | $40,067 |
| The Segal Company, Inc. | Actuarial, Consulting (general) | $30,755 |
| Susanin Widman & Brennan, Pc | Legal | $30,000 |
| Decotiis, Fitzpatrick, Cole & Gibli | Legal | $30,000 |
| Empower Advised Assets Group, Llc | Investment management | $6,895 |
| Express Press Printing | Copying and duplicating, Other services, Other fees | $5,230 |