AUMdb

United Scenic Artists Local 829 Retirement 401(k) Plan

Sponsored by United Scenic Artists, Local 829 · EIN 363945238 · Plan #001

Total assets
$218M
Net assets
$217M
Active participants
2,519
With balances
2,297

Plan year beginning 01/01/2024 · 401(k)

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
Zenith American Solutions Inc. Claims processing $129,099
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $77,961
Spivak Lipton Trustee (institutional) $72,534
Sikich Cpa Llc Accounting $61,300
Vanguard Recordkeeping, Consulting (general), Participant loan processing $34,942
Schultheis & Panettieri Accounting $26,254
Marquette Associates Trustee (institutional) $25,000