Iron Workers' Locals No. 15 & 424 Annuity Plan
Sponsored by Board Of Trustees Iron Workers' Locals No. 15 & 424 · EIN 061074625 · Plan #002
- Total assets
- $79.6M
- Net assets
- $79.6M
- Active participants
- 3,164
- With balances
- 1,116
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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Reid & Reige P.C. | Legal, Direct payment from the plan | $40,000 |
| Employee X | Employee (plan), Direct payment from the plan | $39,905 |
| Employee Z | Employee (plan), Direct payment from the plan | $36,062 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $27,527 |
| Segal Marco Advisors. Inc. | Investment advisory (plan), Direct payment from the plan | $23,103 |
| R.M. Cheverie & Associates | Legal, Direct payment from the plan | $9,331 |
| Bridgeway Benefit Technologies | Consulting (general), Direct payment from the plan | $7,667 |