United Parcel Service, Inc. Machinists Lodge 447 (Iamaw) Annuity Fund
Sponsored by Bd. Of Trustees,Ups Inc. Machinists Lodge 447 (Iamaw) Annuity Fund · EIN 133031882 · Plan #001 · West Trenton, NJ
- Total assets
- $64.3M
- Net assets
- $64.1M
- Active participants
- 1,096
- With balances
- 1,531
Plan year beginning 05/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proskauer Rose Llp | Legal | $232,508 |
| I.E. Shaffer & Co. | Contract administrator | $129,337 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan) | $77,270 |
| Western Asset Management Co. Llc | Custodial (securities), Investment management fees (direct) | $59,762 |
| Weaver And Tidwell Llp | Accounting | $26,875 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $11,992 |