The Local 7 Tile Industry Annuity Fund
Sponsored by Tmt Bac Local Union #7 · EIN 386829765 · Plan #001
- Total assets
- $214M
- Net assets
- $213M
- Active participants
- 1,191
- With balances
- 3,116
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| Crescent Capital | Investment management fees (direct), Custodial (securities) | $1,058,671 |
| Ullico Fund Lp | Custodial (securities) | $304,799 |
| Daniel H. Cook & Associates | Plan administrator | $258,811 |
| Boyd Watterson Gsa Fund, Lp | Trustee (institutional) | $206,490 |
| Us Real Estate Investment Fund Llc | Investment management fees (direct) | $131,954 |
| Pkf O'connor Davies Llp | Accounting | $117,325 |
| Loomis Sayles Trust Company | Investment management fees (direct) | $64,626 |
| Colleran, O'hara & Mills | Legal | $53,576 |
| Reyonlds Securities | Investment advisory (plan) | $45,570 |
| Virgina Ambinder | Legal | $38,547 |
| Prudential Retirement Inusrance | Investment management fees (direct) | $26,577 |
| Littler Mendelson Pc | Legal, Direct payment from the plan | $24,750 |
| Amalgamated Bank Of New York | Custodial (securities) | $23,047 |
| Horowitz Law Group, Pllc | Legal | $9,900 |