Machinists Retirement And Savings Plan
Sponsored by Board Of Trustees Of The Machinists Retirement And Savings Plan · EIN 930396511 · Plan #001
- Total assets
- $107M
- Net assets
- $107M
- Active participants
- 2,326
- With balances
- 2,903
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 |
|---|---|---|
| Scott Capital Advisors, Llc CRD 307980 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Hill Trust Company | Plan administrator, Recordkeeping, Copying and duplicating | $415,863 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $87,349 |
| Scott Capital Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $50,000 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $36,940 |