Iron Workers District Council Of Western New York And Vicinity Pension Plan
Sponsored by Board Of Trustees Of Iwdc Of Wny And Vicinity Pension Plan · EIN 516077088 · Plan #001
- Total assets
- $176M
- Net assets
- $172M
- Active participants
- 820
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Manning & Napier Advisors, Llc | Investment management | $289,489 |
| Iwdc Of Wny & Vicinity Welfare Fund | Other services | $171,908 |
| Segal Company | Actuarial, Consulting (general), Consulting (pension) | $132,050 |
| Invesco Balanced Risk Alloc. Trust | Investment management fees (direct), Investment management fees (indirect) | $109,077 |
| Loomis Sayles & Company L.P. | Investment management fees (direct) | $103,757 |
| Invesco Core Real Estate | Investment management fees (direct) | $74,616 |
| Prudential Insurance Co. Of America | Investment management | $72,485 |
| Blitman And King Llp | Legal | $67,967 |
| Wellington Mgmt Company Llc | Investment management fees (direct) | $60,443 |
| Segal Marco | Investment advisory (plan) | $59,167 |
| Arcara Lenda Eusanio & Stacey Cpas | Accounting | $56,833 |
| Wilmington Trust, N.A. | Custodial (securities), Trustee (institutional) | $16,475 |