I A T S E Local 764 401 K Plan
Sponsored by Board Of Trustees Of The Iatse Local 764 401 K Plan · EIN 134140534 · Plan #004
- Total assets
- $100.0M
- Net assets
- $99.8M
- Active participants
- 1,841
- With balances
- 1,355
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 |
|---|---|---|
| Empower Life & Annuity Insurance Co | Direct payment from the plan, Investment management fees (indirect), Recordkeeping fees | $99,171 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $25,000 |
| Spivak Lipton, Llp | Legal, Direct payment from the plan | $17,563 |
| Reynolds Consulting Services Llc | Investment advisory (plan), Direct payment from the plan | $15,251 |