AUMdb

Iatse Local 27 Profit Sharing Plan

Sponsored by Trustees Iatse Local 27 Profit Sharing Plan · EIN 341783226 · Plan #002

Total assets
$11.4M
Net assets
$11.4M
Active participants
886
With balances
4,814

Plan year beginning 01/01/2024 · Profit-sharing

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
Quayle Co. Securities Investment advisory (plan) $41,551
Neitzel, Luke & Salopek, Inc. Accounting $18,340
Fusco Gallagher & Porcaro Llp Legal $3,980