Asbestos Workers Local No. 87 Defined Contribution Plan
Sponsored by Board Of Trustees Asbestos Workers Local No. 87 Defined Contribution P · EIN 741069448 · Plan #102
- Total assets
- $28.6M
- Net assets
- $28.5M
- Active participants
- 159
- With balances
- 569
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (plan), Direct payment from the plan | $52,632 |
| Stephens Valuation Systems | Recordkeeping fees | $23,575 |
| Benefit Resources, Inc. | Contract administrator, Direct payment from the plan | $20,006 |
| Conner & Winters | Legal, Direct payment from the plan | $17,203 |
| Edwards And Leathers, P.C. | Accounting, Direct payment from the plan | $10,500 |