Iuoe Local 57 Annuity Plan
Sponsored by Board Of Trustees Iuoe Local 57 · EIN 050446832 · Plan #001
- Total assets
- $146M
- Net assets
- $146M
- Active participants
- 1,023
- With balances
- 0
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| Segal Roger Casey | Investment advisory (plan) | $120,933 |
| Ward Fisher & Company, Llp | Accounting | $27,200 |
| Kiernan Plunkett & Redihan Llc | Legal | $14,500 |
| Segal Advisors Inc. | Consulting (general) | $7,500 |
| Bank Of America | Custodial (other) | $0 |