Mid Atlantic States District Council Participating Locals Annuity Fund
Sponsored by Mid Atlantic States District Council Participating Locals Annuity Fund · EIN 541768039 · Plan #002
- Total assets
- $149M
- Net assets
- $148M
- Active participants
- 7,375
- With balances
- 4,704
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empowered Retirement, Inc. CRD 169389 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Retirement, Llc | Direct payment from the plan, Custodial (securities), Investment management | $260,800 |
| Lawrence C. Musgrove Associates Inc | Contract administrator, Direct payment from the plan | $130,242 |
| Merrill Lynch | Investment advisory (plan), Investment management fees (direct) | $48,000 |
| O'donoghue & O'donoghue Llp | Legal, Direct payment from the plan | $15,606 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $15,250 |