Local 74 U.S.W.U. 401(k) Savings Plan
Sponsored by Board Of Trustees Of Local 74 U.S.W.U 401(k) Savings Plan · EIN 272570808 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 731
- With balances
- 906
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Scvs | Recordkeeping, Direct payment from the plan, Investment management fees (indirect) | $200,811 |
| Prudential Retirement Services | Other investment fees and expenses, Investment management fees (indirect), Soft dollars commissions | $34,828 |
| Reynolds Consulting Services Llc | Direct payment from the plan, Investment advisory (plan) | $32,000 |
| Fitzsimmons Abrams, Llp | Direct payment from the plan, Accounting | $15,000 |
| Fuiman Mogila, Llp | Legal, Direct payment from the plan | $5,000 |