International Union Of Operating Engineers Local 501 Individual Account Plan Trust Fund
Sponsored by Board Of Trustees Of Int'l Union Of Operating Engineers Local 501 Indi · EIN 815319756 · Plan #001
- Total assets
- $83.7M
- Net assets
- $83.6M
- Active participants
- 5,519
- With balances
- 5,519
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan), Direct payment from the plan | $368,509 |
| Benesys, Inc | Contract administrator, Recordkeeping, Direct payment from the plan | $132,328 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $126,034 |
| Weinberg, Roger & Rosenfeld | Legal, Direct payment from the plan | $68,544 |
| Smart Source | Other services, Direct payment from the plan | $37,724 |
| Rael & Letson | Consulting (general), Direct payment from the plan | $13,233 |