Transport Workers Union Of America Local 513 Retirement Plan
Sponsored by Transport Workers Union Of America Local 513 · EIN 751902075 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 310
- With balances
- 253
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transport Workers Union 513 Ret Pln | Plan administrator, Direct payment from the plan | $71,454 |
| T Rowe Price Rps Inc | Recordkeeping, Investment management, Participant communication | $630 |