Ua Local 125 Retirement Savings Plan
Sponsored by Board Of Trustees Ua Local 125 Retirement Savings Plan · EIN 421497403 · Plan #002
- Total assets
- $164M
- Net assets
- $164M
- Active participants
- 1,077
- With balances
- 1,287
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 |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Reinhart Boerner Van Deuren | Legal, Direct payment from the plan | $88,197 |
| Meketa Investment Group Inc. | Investment advisory (plan), Direct payment from the plan | $77,500 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $40,619 |
| Eastern Iowa Fringe Benefits | Contract administrator, Direct payment from the plan | $36,000 |