Iuoe Local 30 Annuity Fund
Sponsored by Bd Of Trustees Iuoe Local 30 Annuity Fund · EIN 136595417 · Plan #001
- Total assets
- $534M
- Net assets
- $533M
- Active participants
- 4,267
- With balances
- 4,858
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investment Institutional | Recordkeeping fees, Account maintenance fees, Participant loan processing | $1,414,332 |
| Darren Turton | Employee (plan), Direct payment from the plan | $136,363 |
| Colleen Brindisi | Employee (plan), Direct payment from the plan | $111,318 |
| Marshall & Moss Payroll Compliance | Accounting, Direct payment from the plan | $96,188 |
| Courtney Butler | Employee (plan), Direct payment from the plan | $45,964 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $45,000 |
| Gail Disalvo | Employee (plan), Direct payment from the plan | $35,327 |
| Frank Greenberg | Employee (plan), Direct payment from the plan | $31,204 |
| Segal Advisors Inc | Investment advisory (plan), Investment management fees (direct) | $29,167 |
| Barnes,Iaccarino,& Shepherd Llc | Legal, Direct payment from the plan | $25,000 |
| The Segal Company | Consulting (pension), Direct payment from the plan | $19,375 |
| Marshall & Moss,Llc | Accounting, Consulting (general), Direct payment from the plan | $13,246 |
| Comprehensive Healthcare Systems In | Recordkeeping, Direct payment from the plan | $11,408 |
| Dynamix Group, Inc. | Recordkeeping, Direct payment from the plan | $10,398 |
| Northeastern Operating Engnrs Fcu | Recordkeeping, Direct payment from the plan | $8,061 |