Three Rivers Annuity Fund
Sponsored by Board Of Trustees Three Rivers Annuity Fund · EIN 256148728 · Plan #001
- Total assets
- $214M
- Net assets
- $214M
- Active participants
- 952
- With balances
- 3,422
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Servic | Custodial (securities), Recordkeeping, Participant loan processing | $256,501 |
| Global Retirement Parnters, Llc | Investment advisory (participants), Investment advisory (plan) | $105,750 |
| Zenith American Solutions | Contract administrator | $57,925 |
| Benesys, Inc. | Contract administrator | $55,741 |
| Cambridge Investment Research | Participant communication | $32,500 |
| Stephen J. Obrien & Associates Llc | Legal | $25,270 |
| Diclaudio & Kramer, Llc | Accounting | $13,900 |
| Bricklayers Combined Funds, Inc. | Other services | $6,671 |