I.A.M. National Plan
Sponsored by Board Of Trustees I.A.M. 401(k) Fund · EIN 320443423 · Plan #003
- Total assets
- $972M
- Net assets
- $971M
- Active participants
- 33,654
- With balances
- 35,579
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Consulting (general), Direct payment from the plan | $148,555 |
| John Hancock Retirement Plan Servic | Claims processing, Float revenue, Recordkeeping fees | $100,015 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $62,997 |
| Morgan Stanley Smith Barney, Llc | Investment advisory (plan), Direct payment from the plan | $50,000 |
| The Segal Company | Consulting (general), Direct payment from the plan | $18,485 |
| Beacon Hill Staffing Group, Llc | Other services, Direct payment from the plan | $15,066 |
| Withum Smith & Brown Pc | Consulting (general), Direct payment from the plan | $14,312 |
| Insight Direct Usa Inc | Other services, Direct payment from the plan | $12,829 |
| Iam National Pension Fund | Recordkeeping, Direct payment from the plan | $5,001 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |