AUMdb

I.A.T.S.E. Local No. 31 Retirement Plan

Sponsored by I.A.T.S.E. Local No. 31 · EIN 440459340 · Plan #001

Total assets
$12.3M
Net assets
$12.3M
Active participants
210
With balances
231

Plan year beginning 01/01/2024 · Profit-sharing

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
Cook Street Consulting, Inc. Investment advisory (plan) $19,096
Deboer & Associates, P.C. Accounting $19,000
Cbiz Recordkeeping $12,664