International Brotherhood Of Trade Unions Local 713 Annuity Fund
Sponsored by Board Of Trustees Local 713 Annuity Fund · EIN 261908711 · Plan #001
- Total assets
- $33.8M
- Net assets
- $33.8M
- Active participants
- 27,615
- With balances
- 50,911
Plan year beginning 01/01/2024 · Money purchase
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 |
|---|---|---|
| Janney Montgomery Scott, Llc | Custodial (securities), Direct payment from the plan | $230,420 |
| Ibotu Local 713 | Other services, Direct payment from the plan | $123,813 |
| Daniel Cook Associates, Inc. | Recordkeeping, Direct payment from the plan | $36,000 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $28,500 |