U. A. Local No. 159 Defined Contribution Plan
Sponsored by Board Of Trustees Of U.A. Local No. 159 Defined Contribution Plan · EIN 942859426 · Plan #003
- Total assets
- $75.7M
- Net assets
- $75.7M
- Active participants
- 814
- With balances
- 834
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 |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kraw Law Group, Apc | Legal, Direct payment from the plan | $46,216 |
| Hs&Ba, Inc. | Claims processing, Contract administrator, Recordkeeping | $39,910 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $34,291 |
| Empower | Recordkeeping, Direct payment from the plan, Investment management fees (indirect) | $28,923 |
| Alan Biller & Associates | Investment advisory (plan), Direct payment from the plan | $28,001 |
| The Vanguard Group | Participant loan processing, Direct payment from the plan | $10,722 |
| Ua Local 159 | Recordkeeping, Direct payment from the plan | $6,847 |