Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund
Sponsored by Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund · EIN 232041188 · Plan #001
- Total assets
- $28.3M
- Net assets
- $28.3M
- Active participants
- 291
- With balances
- 482
Plan year beginning 07/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loretta Mitsos Pavini | Employee (plan), Direct payment from the plan | $52,000 |
| Iornworkers Local Union 399 | Plan administrator, Direct payment from the plan | $51,646 |
| Bridgeway Benefit Technologies | Consulting (general), Direct payment from the plan | $28,210 |
| Fischer Dorwart, P.C. | Accounting, Direct payment from the plan | $22,107 |
| Aristotle | Consulting (general), Investment management fees (direct) | $15,907 |
| Weaver Barksdale | Consulting (general), Investment management fees (direct) | $15,325 |
| Lazard Asset Management | Consulting (general), Investment management fees (direct) | $11,983 |
| Morgan Stanley Consulting Group | Investment advisory (plan), Investment management fees (direct) | $11,283 |
| Cleary, Josem & Trigiani, Llp | Legal, Direct payment from the plan | $6,900 |
| Invesco | Consulting (general), Investment management fees (direct) | $5,008 |
| Blackrock (Ishares) | Consulting (general), Investment management fees (direct) | $4,456 |
| Vanguard Group | Consulting (general), Investment management fees (direct) | $2,638 |