Boilermakers Local Lodge No. 5 Annuity Fund
Sponsored by Board Of Trustees Boilermakers Local Lodge No. 5 Annuity Fund · EIN 516129775 · Plan #001
- Total assets
- $54.0M
- Net assets
- $53.9M
- Active participants
- 705
- With balances
- 723
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marshall & Moss Admin Services, Inc | Contract administrator | $61,957 |
| Reynolds Consulting, Llc | Investment advisory (plan) | $30,000 |
| Gould Kobrick & Schlapp, Pc | Accounting | $19,500 |
| Segal Company | Actuarial | $13,000 |
| Barnes, Iaccarino & Shepherd Llp | Legal | $11,082 |
| Dodge & Cox | $0 | |
| Wellington Management Company Llp | $0 | |
| Vanguard Group Inc | $0 | |
| Invesco Advisors, Inc | $0 | |
| Kennedy Capital Management, Inc | $0 | |
| Prudential Retirement Insurance And | $0 | |
| Empower Financial Services Inc | Shareholder servicing fees | $0 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $0 |