Form 5500 Search

ZACK S INVESTMENT MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
7
Active participants
8,427
Total plan assets
$1.9B
Filings (rows)
7
Direct comp
$780K
Indirect comp
$284K

SERVICES PROVIDED

Other7

Top plans served

All 7 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
I.U.O.E. LOCAL 132 PENSION FUND
I.U.O.E. LOCAL 132 PENSION FUND
HUNTINGTON, WV
Other
NONE
1,524$559.3M$309K
I.U.O.E. LOCAL 132 PENSION FUND
I.U.O.E. LOCAL 132 PENSION FUND
HUNTINGTON, WV
Other
NONE
1,858$548.3M$0
I.U.O.E. LOCAL 132 PENSION FUND
I.U.O.E. LOCAL 132 PENSION FUND
HUNTINGTON, WV
Other
NONE
1,559$492.3M$238K
I.U.O.E. LOCAL #132 H & W FUND
IUOE LOCAL NO. 132 HEALTH & WELFARE FUND
HUNTINGTON, WV
Other
NONE
1,807$138.3M$103K
I.U.O.E. LOCAL #132 H & W FUND
IUOE LOCAL NO. 132 HEALTH & WELFARE FUND
HUNTINGTON, WV
Other
NONE
1,409$130.6M$87K
UNITED ASSN OF PLUMBERS AND STEAMFITTERS 521 PENSION FD
UNITED ASSN OF PLUMBERS AND STEAMFITTERS 521 PENSION FUND
ONA, WV
Other
NONE
139$33.6M$24K
UNITED ASSN OF PLUMBERS AND STEAMFITTERS 521 PENSION FD
UNITED ASSN OF PLUMBERS AND STEAMFITTERS 521 PENSION FUND
ONA, WV
Other
NONE
131$30.4M$19K
ZACK S INVESTMENT MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search