Culinary Workers Local 226 Retirement Savings Plan
Sponsored by Culinary Workers Local 226 · EIN 880028065 · Plan #002
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 131
- With balances
- 110
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Management Consultants CRD 122718 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $43,153 |
| Marsh& Mclennan Agency Llc | Insurance services, Direct payment from the plan | $15,398 |
| Investment Management Consultants | Investment management, Direct payment from the plan | $9,390 |
| Charles Schwab & Co., Inc. | Trustee (directed), Custodial (securities), Shareholder servicing fees | $0 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |