Annuity Fund Of Wardrobe Attendants Union Local 764
Sponsored by Board Of Trustees Annuity Fund Local 764 · EIN 133720229 · Plan #002
- Total assets
- $177M
- Net assets
- $177M
- Active participants
- 1,911
- With balances
- 3,204
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sei Investments Management Corp CRD 105146 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei Investments Management Corp | Custodial (securities), Trustee (institutional), Trustee (discretionary) | $455,869 |
| Benefit Plans, Inc. | Contract administrator, Recordkeeping, Direct payment from the plan | $102,340 |
| Jp Morgan Chase Bank Na | Trustee (discretionary), Investment advisory (plan), Investment management | $101,795 |
| Schultheis & Panettieri Llp | Accounting, Direct payment from the plan | $30,000 |
| Kobgo Associates, Inc. | Recordkeeping, Direct payment from the plan | $18,532 |
| Us Bank | Other services, Direct payment from the plan | $8,640 |
| Spivak Lipton Llp | Legal, Direct payment from the plan | $8,527 |