Building Trades Annuity Benefit Fund
Sponsored by The Building Industry Electrical Contractors Association, Inc. · EIN 261140509 · Plan #002 · Holtsville, NY
- Total assets
- $116M
- Net assets
- $116M
- Active participants
- 905
- With balances
- 7,092
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slevin & Hart, Pc | Legal, Direct payment from the plan | $117,791 |
| Dickinson Group Llc | Actuarial, Contract administrator, Direct payment from the plan | $108,832 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $76,495 |
| Barnes, Iaccarino & Shepherd, Llp | Legal, Direct payment from the plan | $46,711 |
| Sage Advisory Services Ltd Co. | Investment management, Investment management fees (direct) | $39,668 |
| Costarothbort Cpas Llc | Accounting, Direct payment from the plan | $38,848 |
| Reynolds Consulting Services | Investment advisory (plan), Direct payment from the plan | $37,500 |
| Eric Olynik | Trustee (individual), Direct payment from the plan | $28,045 |
| Frank Rappo | Trustee (individual), Direct payment from the plan | $28,045 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $24,743 |
| Pnc Bank | Custodial (securities), Direct payment from the plan | $1,737 |
| Wilmington Trust, Na | Custodial (securities), Investment management, Direct payment from the plan | $1,214 |