Defined Contribution Plan Of The Agc Iuoe Local 701 Pension Trust Fund
Sponsored by Defined Contrib Pl, Agc Iuoe Local 701 Pension Trust Fund Trustees · EIN 936075580 · Plan #002
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 4,274
- With balances
- 4,923
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Welfare & Pension Admin Services | Plan administrator, Copying and duplicating, Direct payment from the plan | $215,944 |
| Coughran & Morales, P.S. | Legal, Direct payment from the plan | $29,089 |
| Nepc, Llc | Consulting (pension), Direct payment from the plan | $17,646 |
| Agc Iuoe Local 701 Training Trust | Accounting, Direct payment from the plan | $14,647 |
| John Hancock Retirement Services | Recordkeeping, Investment advisory (plan), Direct payment from the plan | $12,768 |
| Platform Cpas, Llp | Accounting, Direct payment from the plan | $10,722 |