Iron Workers Local 17 Annuity Fund
Sponsored by Board Of Trustees Of Iron Workers Local 17 Annuity Fund · EIN 341290643 · Plan #001 · Troy, MI
- Total assets
- $101M
- Net assets
- $100M
- Active participants
- 1,369
- With balances
- 1,588
Plan year beginning 05/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $172,937 |
| Solxsys Administrative Solutions | Plan administrator, Direct payment from the plan | $58,001 |
| Segal Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $25,000 |
| Withum | Accounting, Direct payment from the plan | $19,546 |
| Tucker Arensberg P.C. | Legal, Direct payment from the plan | $17,907 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $14,700 |
| Local 17 Fringe Benefit Fund | Contract administrator, Direct payment from the plan | $10,008 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |