Painting Industry Profit Sharing Annuity Plan
Sponsored by Decorating Painters District Council 6 & Contractors Association · EIN 341515714 · Plan #001
- Total assets
- $90.1M
- Net assets
- $90.1M
- Active participants
- 2,745
- With balances
- 3,130
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Painting Industry Insurance Fund | Contract administrator | $82,499 |
| Painting Industry Funds | Contract administrator | $76,211 |
| Allotta Farley Co., Lpa | Legal | $25,116 |
| Novak Francella Llc | Accounting | $19,355 |
| Clark, Schaefer, Hackett & Co. | Accounting | $17,500 |
| Ubs Financial Services | Investment advisory (plan) | $15,000 |
| Andco Consulting, Llc | Investment advisory (plan) | $7,500 |
| Mariner Institutional Llc | Investment advisory (plan) | $7,500 |
| Todd Associates Inc. | Insurance agents and brokers | $6,271 |