U.A. Locals No. 375 And 367 Supplemental Trust
Sponsored by Board Of Trustees, U.A. Locals 375/367 Supplemental Pension Trust · EIN 920150923 · Plan #001
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 2,244
- With balances
- 2,295
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Milliman, Inc | Recordkeeping, Direct payment from the plan | $120,487 |
| Matrix Trust Company | Custodial (securities), Direct payment from the plan | $59,712 |
| Benesys, Inc. | Contract administrator, Direct payment from the plan | $56,136 |
| Verus | Investment advisory (plan), Direct payment from the plan | $25,000 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $21,260 |
| Cliftonlarsonallen, Llp | Accounting, Direct payment from the plan | $19,748 |
| Withum Smith+Brown,Pc | Accounting, Direct payment from the plan | $14,315 |
| Tucker Arensberg, P.C. | Legal, Direct payment from the plan | $14,133 |