Studio Mechanics Local 476 Iatse Retirement Plan
Sponsored by Board Of Trustees Studio Mechanics Local 476 Iatse Retiremen · EIN 366552588 · Plan #001
- Total assets
- $103M
- Net assets
- $102M
- Active participants
- 1,216
- With balances
- 0
Plan year beginning 01/01/2024
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 · 94% | 2024 |
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Studio Mechanics Local 476 | Recordkeeping, Direct payment from the plan | $70,363 |
| National Investment Services | Investment advisory (plan), Direct payment from the plan | $51,176 |
| Ted Windsor & Associates | Actuarial, Direct payment from the plan | $48,650 |
| Wampler & Associates, Llc | Accounting, Direct payment from the plan | $45,777 |
| Comerica Bank | Custodial (securities), Investment management, Other services | $36,957 |
| Strategic Capital Investment Adviso | Investment advisory (plan), Direct payment from the plan | $29,000 |
| New Tower Trust Company | Custodial (securities), Direct payment from the plan | $27,263 |
| Fgmk, Llc | Accounting, Direct payment from the plan | $21,458 |
| Jacob Burns Orlove & Hernandez | Legal, Direct payment from the plan | $6,061 |
| Alliant Insurance Services, Inc | Insurance services, Direct payment from the plan | $5,541 |