Joseph G. Vitta signed Board of Trustees Local 812 Annuity Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Local 812 Annuity Fund's EIN is 87-4819968.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Local 812 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Local 812 Annuity Fund's plan includes ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $136K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSHALL AND MOSS, LLP | 11-3360166 | — | NONE | $100K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $32.6M | 94.9% |
| — |
| PROSKAUER ROSE, LLP | 13-1840454 | — | NONE | $60K | — |
| CARY KANE, LLP | 20-1942442 | — | NONE | $60K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $30K | — |
| WITHUMSMITH & BROWN PC | 22-2027092 | — | NONE | $10K | — |
| QUAN-VEST CONSULTANTS, INC. | 11-2559669 | — | NONE | $8K | — |
