Iron Workers Local #397 Annuity Fund
Sponsored by Trustees Of Iron Workers Local #397 Annuity Fund · EIN 597139874 · Plan #002
- Total assets
- $33.5M
- Net assets
- $33.5M
- Active participants
- 1,678
- With balances
- 1,678
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southern Benefit Administrators Inc | Contract administrator, Direct payment from the plan | $31,715 |
| Mariner Institutional,Llc | Investment advisory (plan), Direct payment from the plan | $16,875 |
| Venable Law Firm Pa | Legal, Direct payment from the plan | $8,700 |