I.A.T.S.E. Local No. 6 Profit Sharing Plan
Sponsored by I.A.T.S.E. Local No. 6 · EIN 430497330 · Plan #002
- Total assets
- $22.0M
- Net assets
- $21.8M
- Active participants
- 721
- With balances
- 962
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 |
|---|---|---|
| Qbox Fiduciary Solutions, Llc CRD 167622 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tic International Corporation | Plan administrator, Direct payment from the plan | $52,074 |
| Anders Minkler Huber Helm Llp | Accounting | $22,235 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Recordkeeping fees | $19,564 |
| Qbox Fiduciary Solutions, Llc | Investment management | $6,034 |
| Nylife Securities, Llc | Investment advisory (plan), Direct payment from the plan | $0 |