AUMdb

Recycling And General Industrial Union Local 108 Annuity Fund

Sponsored by Board Of Trustees Recycling And Gen. Ind. Union L 108 Annuity Fund · EIN 611429515 · Plan #002

Total assets
$18.8M
Net assets
$18.7M
Active participants
3,823
With balances
3,823

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Quan Vest Consultants Inc CRD 104714 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Benefit Plans Admin Services Llc Contract administrator, Investment advisory (participants), Investment advisory (plan) $39,621
Cohen Weiss And Simon Llp Legal, Direct payment from the plan $36,682
Schultheis & Panettieri, Llp Accounting, Direct payment from the plan $17,000
Quan Vest Consultants Inc Investment advisory (plan), Direct payment from the plan $9,355
Amalgamated Bank Other services, Direct payment from the plan $7,015