AUMdb

Asbestos Workers Local 84 Pension Plan

Sponsored by Asbestos Workers Local 84 Pension · EIN 346009649 · Plan #001

Total assets
$29.5M
Net assets
$29.4M
Active participants
115
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ancora Advisors Llc CRD 124674 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ancora Advisors Investment advisory (plan) $115,694
United Actuarial Services, Inc Actuarial $17,000
Healthscope Benefits, Inc. Contract administrator, Recordkeeping $15,252
Pnc Bank Custodial (securities), Investment management $11,895
Yurchyk & Davis Cpa's Inc. Accounting $9,900
Fidelity Brokerage Services Llc Custodial (securities), Investment management $9,100
Macala & Piatt Llc Legal $8,112
Pbgc Premium Other insurance fees and expenses $7,955
Insulators 84 Combined Fund Other fees $6,240