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U.A.P.P. Local Union No.142 Profit Sharing Plan

Sponsored by U.A.P.P. Local Union No. 142 Profit Sharing Plan · EIN 746181280 · Plan #002

Total assets
$8.8M
Net assets
$8.7M
Active participants
754
With balances
754

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alliance Benefit Group Recordkeeping fees $36,674
Harper & Pearson Company Pc Accounting $28,991
Southwest Service Administrator Contract administrator $19,061
Rbc Capital Markets Llc Investment management $15,155
Conner & Winters Legal $13,679