AUMdb

Ironworkers Local Union 549 And 550 Security Plan

Sponsored by Ironworkers Local 549/550 Security Plan Board Of Trustees · EIN 341399439 · Plan #001

Total assets
$54.5M
Net assets
$54.5M
Active participants
4,003
With balances
1,819

Plan year beginning 04/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Alan D Biller & Associates, Inc. CRD 105283 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
American Benefit Corporation Contract administrator, Other services $47,658
Alan Biller And Associates Investment advisory (participants), Direct payment from the plan $25,000
Gray, Griffith, & Mays Pllc Accounting, Direct payment from the plan $22,320
Macala & Piatt, Llc Legal, Direct payment from the plan $20,577
Johnson Printing Company Other services, Direct payment from the plan $7,588
John Hancock Retirement Services Recordkeeping, Participant loan processing, Float revenue $400