AUMdb

Iron Workers Local No. 67 Defined Contribution Fund

Sponsored by Iron Workers Local No. 67 Defined Contribution Fund · EIN 426585596 · Plan #002

Total assets
$42.2M
Net assets
$42.1M
Active participants
727
With balances
703

Plan year beginning 12/01/2024 · Money purchase, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Melissa Bailey Plan administrator $33,238
Deboer & Associates, Pc Accounting $24,084
Fiducient Advisors Llc Investment advisory (plan) $15,680
Principal Financial Group Contract administrator, Direct payment from the plan, Recordkeeping fees $11,834