B.A.C. Local I De/Pa Annuity Plan
Sponsored by Bricklayers Local Union No 1 Of Del · EIN 510318935 · Plan #002
- Total assets
- $14.5M
- Net assets
- $14.2M
- Active participants
- 102
- With balances
- 834
Plan year beginning 04/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stacey Braun Associates | Investment advisory (plan) | $36,580 |
| Bricklayers Benefit Plan | Contract administrator | $27,708 |
| Pnc Bank | Custodial (securities) | $19,701 |
| Zenith American Solutions, Inc. | Contract administrator | $15,435 |
| Belfint, Lyons & Shuman | Accounting | $7,750 |