Drywall Tapers Annuity Fund
Sponsored by Board Of Trustees Drywall Tapers Annuity Fund · EIN 133539244 · Plan #001
- Total assets
- $77.8M
- Net assets
- $77.3M
- Active participants
- 1,002
- With balances
- 1,444
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 |
|---|---|---|
| Crescent Capital Group Lp CRD 153966 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | 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 |
|---|---|---|
| Crescent Capital Group | Investment management, Direct payment from the plan | $214,791 |
| Drywall Tapers Insurance Fund | Participant communication, Copying and duplicating | $210,112 |
| Amalgamated Bank Of New York | Investment management fees (direct), Investment management | $52,797 |
| Ullico Investment Advisors, Inc. | Investment management, Investment management fees (direct) | $42,986 |
| Marshall & Moss, Payroll Compliance | Accounting, Direct payment from the plan | $39,675 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $30,200 |
| Reynolds Consulting Services, Llc | Investment advisory (plan), Direct payment from the plan | $22,000 |
| Marshall & Moss, Llp | Accounting, Direct payment from the plan | $17,027 |
| Barnes Iaccarino & Shephered Llp | Legal, Direct payment from the plan | $15,000 |
| Segal Consulting | Consulting (general), Direct payment from the plan | $7,500 |