Beer Industry Local Union No. 703 Individual Account Plan
Sponsored by Beer Industry Local Union No. 703 Trustees · EIN 366522619 · Plan #002
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 767
- With balances
- 1,110
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 |
|---|---|---|
| Legacy Professionals Llp | Accounting | $14,250 |
| The Northern Trust Company | Custodial (securities), Investment management, Investment management fees (direct) | $7,312 |