AUMdb

Iron Workers District Council Of New England Annuity Fund

Sponsored by Board Of Trustees Iron Workers · EIN 042647320 · Plan #001

Total assets
$614M
Net assets
$614M
Active participants
7,844
With balances
5,464

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Investment management, Investment management fees (indirect) $284,720
Manzi & Associates L.L.C. Accounting, Direct payment from the plan $76,481
Meketa Investment Group Consulting (general), Direct payment from the plan $75,000
William Hurley Employee (plan) $35,690
Mickey Long, Esq. Legal, Direct payment from the plan $25,414
Heather Romeri Employee (plan) $25,167
Langan & Dempsey Legal, Direct payment from the plan $24,225
Bridgeway Benefit Technologies Recordkeeping, Direct payment from the plan $23,766
Vanessa Bermudez Employee (plan) $16,587
Nbm Inc. Recordkeeping, Direct payment from the plan $15,433
Segal Roitman Llp Legal, Direct payment from the plan $14,148
Maureen Flaherty Employee (plan) $12,614
Kara Lally Employee (plan) $11,744
Ann O'meara Employee (plan) $8,947
Ana Correia Employee (plan) $6,641
Nicole Murphy Employee (plan) $6,636
Allison Barber Employee (plan) $6,327
Segal Consulting Consulting (general), Direct payment from the plan $5,489