Iron Workers District Council Of Western New York And Vicinity Annuity Fund
Sponsored by Board Of Trustees Of Iwdc Of Wny And Vicinity Annuity Fund · EIN 146195662 · Plan #001
- Total assets
- $54.3M
- Net assets
- $54.2M
- Active participants
- 1,167
- With balances
- 1,765
Plan year beginning 07/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 97% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Manning & Napier Advisors, Llc | Investment management | $206,094 |
| Iwdc Of Wny & Vicinity Welfare Fund | Other services | $103,246 |
| Invesco Advisors, Inc. | Investment management fees (direct), Investment management fees (indirect) | $37,652 |
| Arcara Lenda Eusanio & Stacey Cpas | Accounting | $30,725 |
| Segal Marco Advisors | Investment advisory (plan) | $24,667 |
| Blitman & King Llp | Legal | $23,415 |
| Wilmington Trust | Custodial (securities), Trustee (institutional) | $11,601 |
| The Segal Company | Actuarial, Consulting (general) | $7,200 |