Iron Workers' Local No. 25 Pension Fund
Sponsored by Board Of Trustees, Iron Workers Local No. 25 · EIN 386056780 · Plan #001
- Total assets
- $565M
- Net assets
- $563M
- Active participants
- 1,795
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 98% | 2024 |
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | fuzzy_auto · 98% | 2024 |
| Global Trust Asset Management, Llc CRD 143120 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Taft Stettinius & Hollister Llp | Legal, Direct payment from the plan | $386,365 |
| Hessian & Mckasy, P.A. | Legal, Direct payment from the plan | $360,224 |
| Benesys, Inc. | Plan administrator, Direct payment from the plan | $332,711 |
| Bank Of New York Mellon | Investment management, Direct payment from the plan, Investment management fees (direct) | $331,542 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $260,885 |
| Littler Mendelson Pc | Legal, Direct payment from the plan | $237,146 |
| National Investment Services Of Ame | Investment management, Direct payment from the plan, Investment management fees (direct) | $233,107 |
| Iron Workers Local No. 25 | Plan administrator, Investment management, Direct payment from the plan | $215,298 |
| Loomis Sayles Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $207,161 |
| Nepc, Llc | Consulting (pension), Direct payment from the plan | $185,000 |
| Asherkelly | Legal, Direct payment from the plan | $160,853 |
| Comerica Bank | Custodial (securities), Direct payment from the plan, Other investment fees and expenses | $155,789 |
| Boston Trust Walden Company | Custodial (securities), Trustee (institutional), Trustee (discretionary) | $119,905 |
| Horizon Actuarial Services, Llc | Actuarial, Direct payment from the plan | $100,165 |
| Boyd Watterson Asset Management, Ll | Investment management, Direct payment from the plan, Investment management fees (direct) | $89,661 |
| Global Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $81,476 |
| Ullico Investment Advisors Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $51,076 |
| Slevin & Hart, Pc | Legal, Direct payment from the plan | $43,999 |
| American Graphics Printing Co. | Copying and duplicating, Direct payment from the plan | $30,390 |
| Withumsmith + Brown, Pc | Consulting (general), Direct payment from the plan | $28,611 |
| Dovenmuehle Mortgage, Inc. | Real estate brokerage, Direct payment from the plan | $25,060 |
| Blackrock Inst. Trust Co. N.A. | Trustee (institutional), Trustee (discretionary), Investment management | $8,413 |
| Crescent Capital Group Lp | Investment management fees (indirect) | $0 |
| Marsh & Mclennan Agency, Llc | Insurance agents and brokers, Insurance services | $0 |
| Principal Life Insurance Company | Recordkeeping, Investment management, Investment management fees (indirect) | $0 |