Iron Workers Local 451 Annuity Fund
Sponsored by Iron Workers Local 451 Joint Board Of Trustees · EIN 510264123 · Plan #001
- Total assets
- $35.2M
- Net assets
- $35.2M
- Active participants
- 212
- With balances
- 773
Plan year beginning 07/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stacey Braun Associates | Investment management, Investment management fees (direct) | $151,268 |
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $105,708 |
| The Segal Company | Accounting, Direct payment from the plan | $26,250 |
| Pnc Bank, N.A. | Custodial (securities), Investment management fees (direct) | $21,007 |
| Fischer Dorwart, P.C. | Accounting, Direct payment from the plan | $17,500 |
| Cleary, Josem & Trigiani | Legal, Direct payment from the plan | $13,300 |