Local 360 401(k) And Severance Plan
Sponsored by Local 360 401(k) And Severance Plan · EIN 222450938 · Plan #009
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 1,641
- With balances
- 3,051
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 |
|---|---|---|
| Tri State Administrators Inc | Recordkeeping, Recordkeeping fees, Participant loan processing | $107,976 |
| Transamerica Life Insurance | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $73,144 |
| Morgan Lewis & Bockius Llp | Legal, Direct payment from the plan | $37,850 |
| Baratz & Associates, P.A. | Accounting, Direct payment from the plan | $31,059 |
| Spear Wilderman | Legal, Direct payment from the plan | $29,877 |
| Merrill Lynch Life Agency | Investment advisory (plan) | $22,953 |