Iron Workers Regional Shop Local Union 855 Individual Account Retirement Plan
Sponsored by Iron Workers Regional Shop Local Union 855 · EIN 940012049 · Plan #002
- Total assets
- $30.8M
- Net assets
- $30.8M
- Active participants
- 1,879
- With balances
- 1,966
Plan year beginning 07/01/2024 · 401(k)
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 · 96% | 2024 |
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $234,933 |
| Alan D. Biller & Associates | Investment advisory (plan) | $44,927 |
| Ironworkers Employee Benefit Corp | Contract administrator | $30,000 |
| Saltzman & Johnson | Legal | $11,118 |
| Iron Mountain | Other fees | $9,315 |
| Mcmenomy & Associates Cpas Llp | Accounting | $9,000 |