Employers And Laborers Local 100 & 397 Supplemental Annuity Plan
Sponsored by Employers And Laborers Local 100 & 397 Supplemental Annuity Plan · EIN 376085017 · Plan #002
- Total assets
- $33.5M
- Net assets
- $33.5M
- Active participants
- 1,017
- With balances
- 1,857
Plan year beginning 08/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ekon Benefits | Plan administrator, Recordkeeping, Consulting (pension) | $40,682 |
| Cavanagh & O'hara Llp | Legal, Direct payment from the plan | $23,634 |
| Scheffel Boyle | Accounting, Direct payment from the plan | $18,725 |
| The Union Labor Life Insurance Co. | Investment management, Investment management fees (direct) | $16,031 |
| Marquette Associates | Investment advisory (plan), Investment management fees (direct) | $11,158 |
| Commerce Bank | Custodial (securities), Securities brokerage, Direct payment from the plan | $10,882 |