AUMdb

Structural Iron Workers Local #1 Annuity Plan

Sponsored by Board Of Trustees Of Structural Iw Local #1 Annuity Plan · EIN 366551011 · Plan #003

Total assets
$444M
Net assets
$444M
Active participants
3,388
With balances
2,142

Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Capital, Inc. CRD 291025 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Contract administrator, Trustee (institutional), Recordkeeping fees $106,411
Johnson And Krol Llc Legal $75,609
John Gardiner Plan administrator $71,719
Legacy Professionals Llp Accounting, Recordkeeping $45,099
Kinga Pilch Employee (plan) $36,733
Strategic Capital Investment advisory (plan) $33,250
Segal Select Insurance brokerage commissions $0