AUMdb

Iron Workers Local 17 Pension Fund

Sponsored by Iron Workers Local 17 Pension Fund · EIN 510161467 · Plan #001 · Troy, MI

Total assets
$163M
Net assets
$163M
Active participants
666
With balances
0

Plan year beginning 05/01/2024

Linked investment advisers

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

Firm Match Plan year
Segal Advisors, Inc. CRD 114687 deterministic · 100% 2024
Asb Capital Management Llc CRD 110995 deterministic · 100% 2024
Boyd Watterson Asset Management, Llc CRD 107808 deterministic · 100% 2024
Mentor Capital Management Inc. CRD 123176 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Solxsys Administrative Solutions Contract administrator, Direct payment from the plan $136,800
The Segal Company Actuarial, Direct payment from the plan $133,121
Segal Marco Advisors Direct payment from the plan, Investment advisory (plan) $75,000
Asb Capital Management Investment management, Direct payment from the plan $55,862
Withum Accounting, Direct payment from the plan $53,382
Loomis Sayles Investment management, Direct payment from the plan $46,338
Tucker Arensberg Legal, Direct payment from the plan $34,687
Boyd Watterson Asset Management Direct payment from the plan, Investment management $29,345
Mellon Capital Management Corp Investment management, Direct payment from the plan $28,705
Bonadio & Co., Llp Accounting, Direct payment from the plan $23,700
Iron Workers Local 17 Benefits Fund Direct payment from the plan, Contract administrator $20,015
American Graphics Other services, Direct payment from the plan $17,040
Key Trust Investment management, Direct payment from the plan $10,685