I.U.O.E. Local 98 Annuity Fund
Sponsored by Board Of Trustees I.U.O.E. Local 98 Annuity Fund · EIN 043030313 · Plan #002
- Total assets
- $93.7M
- Net assets
- $93.6M
- Active participants
- 1,361
- With balances
- 1,229
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 |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Investment management fees (indirect), Sub-transfer agency fees, Float revenue | $155,158 |
| Meketa Investment Group, Inc | Investment advisory (plan), Direct payment from the plan | $37,200 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $29,000 |
| Blitman & King, Llp | Legal, Direct payment from the plan | $25,798 |