Building Services Local 2 Retirement Plan & Trust
Sponsored by Building Services Local 2 · EIN 111820127 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 280
- With balances
- 1,035
Plan year beginning 01/01/2024 · Money purchase, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lydia Stuart | Employee (plan), Direct payment from the plan | $150,479 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $70,055 |
| Local 2 Welfare Fund | Other services, Direct payment from the plan, Employee (plan) | $56,010 |
| Raymond James & Associates Inc | Investment management, Direct payment from the plan | $32,870 |
| Barnes, Iccarino, & Shepherd Llp | Legal, Direct payment from the plan | $22,500 |
| Gary Rothman Esq. | Direct payment from the plan, Consulting (general) | $18,000 |
| Policy Research Group Llc | Recordkeeping fees, Direct payment from the plan | $15,000 |
| Minsky & Cottone, Cpa | Accounting, Direct payment from the plan | $13,000 |