Iron Workers' Mid America Supplemental Monthly Annuity (Sma) Fund
Sponsored by Trustees Of Iron Wkers' Mid America Supplemental · EIN 364108124 · Plan #002
- Total assets
- $777M
- Net assets
- $771M
- Active participants
- 6,683
- With balances
- 6,945
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Sub-transfer agency fees, Other fees | $266,613 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $123,567 |
| Bridgeway Benefit Technologies, Llc | Other services | $113,948 |
| P. E. Flasch | Plan administrator | $99,877 |
| L. Gillund | Employee (plan) | $90,718 |
| Fiducient Advisors Llc | Investment advisory (plan) | $77,136 |
| Baum Sigman Auerbach & Neuman Ltd | Legal | $74,346 |
| E. Ferree | Employee (plan) | $65,437 |
| S. Monahan | Employee (plan) | $63,007 |
| K. Williamson | Employee (plan) | $59,656 |
| R. Tripamer | Employee (plan) | $48,783 |
| The Segal Company | Actuarial, Consulting (pension) | $46,857 |
| J. Faught | Employee (plan) | $46,460 |
| A. Herrndobler | Employee (plan) | $46,030 |
| J. P. Burke | Employee (plan) | $45,810 |
| A. Reyes | Employee (plan) | $45,131 |
| T. Johnson | Employee (plan) | $45,040 |
| A. Ambrose | Employee (plan) | $32,036 |
| Premier Technology Solutions | Other services | $22,159 |