Construction Workers Local 147 Annuity Fund
Sponsored by Board Of Trustees Of Construction Workers Local 147 Annuity Fund · EIN 133161716 · Plan #001
- Total assets
- $23.0M
- Net assets
- $22.9M
- Active participants
- 100
- With balances
- 320
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Consulting Services, Llc CRD 122064 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| F/M Investments Llc CRD 304405 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Basil Castrovinci Associates, Inc. | Direct payment from the plan, Plan administrator | $54,742 |
| Manning And Russo, Llc | Legal, Direct payment from the plan | $24,000 |
| Mspc, Cpas And Advisors, P.C. | Direct payment from the plan, Accounting | $19,385 |
| Gould, Kobrick & Schlapp, P.C. | Accounting, Direct payment from the plan | $16,500 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan | $14,751 |
| Investment Consulting Services | Investment advisory (plan), Direct payment from the plan | $11,040 |
| Boyd Watterson Asset Management | Investment management, Investment management fees (direct) | $7,304 |
| F/M Investments, Llc | Investment management, Investment management fees (direct) | $7,296 |