International Union Of Operating Engineers Local 324 Retirement Trust Fund
Sponsored by Board Of Trustees Iuoe Local 324 Retirement Trust Fund · EIN 383685356 · Plan #001
- Total assets
- $70.3M
- Net assets
- $70.3M
- Active participants
- 1,833
- With balances
- 1,435
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Lincoln National Corporation | Contract administrator, Recordkeeping, Insurance services | $82,421 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $73,375 |
| Nepc, Llc | Consulting (pension), Direct payment from the plan | $73,200 |
| Benesys | Claims processing, Plan administrator, Recordkeeping | $52,430 |
| Stefansky, Holloway & Nichols, Inc. | Accounting, Direct payment from the plan, Legal | $30,933 |
| Asherkelly | Legal, Direct payment from the plan | $21,193 |
| Weisman, Young & Ruemenapp, P.C. | Legal, Direct payment from the plan | $19,357 |
| Watkins Pawlick Calati & Prifti Pc | Legal, Direct payment from the plan | $5,056 |