I.A.T.S.E. Local 16 Pension Plan
Sponsored by I.A.T.S.E. Local 16 Pension Plan Trustees · EIN 946296420 · Plan #001
- Total assets
- $283M
- Net assets
- $283M
- Active participants
- 2,344
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mellon Investments Corporation CRD 105764 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Contract administrator, Direct payment from the plan, Other fees | $246,312 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $196,348 |
| Rael And Letson | Actuarial, Consulting (pension), Direct payment from the plan | $154,189 |
| Verus Advisory, Inc. | Investment advisory (plan), Direct payment from the plan | $120,000 |
| Weinberg, Roger, And Rosenfeld | Legal, Direct payment from the plan | $77,642 |
| Walter Scott & Partners Limited | Investment management fees (direct) | $62,277 |
| Cim Group, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $47,319 |
| Smart Source, Llc | Copying and duplicating, Direct payment from the plan | $18,940 |
| Wells Fargo Bank | Custodial (other), Other services, Direct payment from the plan | $15,129 |
| Mellon Investment Corporation | Investment management, Investment management fees (direct), Investment management fees (indirect) | $7,010 |
| Brown Audio Visual Services | Other services, Direct payment from the plan | $5,997 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $5,000 |
| Union Insurance Group | Insurance brokerage commissions | $0 |