Operative Plasterers And Cement Masons Local 394 Defined Contribution Plan
Sponsored by Bot Operative Plasterers And Cement Masons Local 394 Dc · EIN 516031325 · Plan #002 · Phoenix, AZ
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 641
- With balances
- 641
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ulrich Consulting And Investment Group, Llc CRD 159499 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Select Insurance | Insurance brokerage commissions | $40,936 |
| Southwest Service Admin, Inc. | Contract administrator | $31,579 |
| Bmo Harris | Custodial (securities) | $17,951 |
| The Segal Company | Consulting (general) | $13,000 |
| Ulrich Consulting Group | Investment management | $13,000 |
| Baldwin Moffitt Behm Llp | Accounting | $11,142 |
| Spencer Fane Llp | Legal | $5,295 |