Local 670 Annuity Fund
Sponsored by Local 670 Annuity Fund Joint Board Of Trustees · EIN 136915739 · Plan #002
- Total assets
- $28.0M
- Net assets
- $28.0M
- Active participants
- 1,173
- With balances
- 2,692
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mutual Of America | Investment management, Investment management fees (direct) | $37,881 |
| Castiglia Llp | Accounting, Recordkeeping, Direct payment from the plan | $27,163 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $22,402 |
| Rothman Rocco Laruffa Llp | Legal, Direct payment from the plan | $15,872 |
| Syntonic Systems, Inc. | Recordkeeping, Direct payment from the plan | $9,750 |
| Basil Castrovinci | Consulting (general), Direct payment from the plan | $7,792 |
| Mariner | Investment advisory (plan), Investment management fees (direct) | $5,500 |