Boilermakers Lodge 154 Retirement Plan
Sponsored by Boilermakers Lodge 154 Retirement Plan · EIN 251340130 · Plan #001
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 6,766
- With balances
- 5,973
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Well Done, Llc CRD 173736 | fuzzy_auto · 94% | 2024 |
| Seizert Capital Partners, Llc CRD 108954 | deterministic · 100% | 2024 |
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Investment management | $335,322 |
| Wilson Mcshane Corporation | Contract administrator, Insurance agents and brokers | $199,700 |
| William Blair | Investment management | $173,706 |
| Captrust Advisors | Investment management | $135,000 |
| Boyd Watterson | Investment management | $86,538 |
| Seizert Capital Partners | Investment management | $84,921 |
| Foundry Partners | Investment management | $74,847 |
| Manning & Napier | Investment management | $44,185 |
| Packer Thomas | Accounting | $43,270 |
| Meyer Unkovic & Scott | Legal | $42,164 |
| Segal Select Insurance Services | Insurance services | $41,721 |
| Hub International | Investment management | $16,000 |