District No. 9 International Association Of Machin Aerospace Workers Pension Plan
Sponsored by Joint Board Of Trustees Of District 9 I.A.M & A.W. Pension Trust · EIN 510138317 · Plan #001
- Total assets
- $749M
- Net assets
- $749M
- Active participants
- 1,925
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cuni, Rust & Strenk, Inc | Actuarial, Consulting (pension) | $217,800 |
| Seix Investment Advisors Llc | Investment management fees (direct) | $178,764 |
| Slc Management | Investment management fees (direct) | $164,321 |
| Boston Trust Walden | Custodial (securities), Trustee (institutional), Trustee (discretionary) | $157,507 |
| Investment Consulting Services | Investment management fees (direct) | $110,000 |
| Wilmington Trust National Assoc | Investment management fees (direct) | $71,750 |
| Boyd Watterson | Investment management fees (direct) | $66,213 |
| Sara White | Employee (plan) | $55,913 |
| Lorraine Kiely | Employee (plan) | $51,007 |
| Carol Lewis | Employee (plan) | $49,174 |
| Scheffel Boyle | Accounting | $42,650 |
| Hammond & Shinners Pc | Legal | $37,368 |
| Bny Mellon | Investment management fees (direct) | $33,859 |
| Enterprise Bank | Custodial (other) | $26,432 |