Iron Workers L. No.12 Pension Fund
Sponsored by Iron Workers Local No. 12 Pension Fund · EIN 141512731 · Plan #001 · Wallingford, CT
- Total assets
- $33.7M
- Net assets
- $33.6M
- Active participants
- 208
- With balances
- 0
Plan year beginning 07/01/2024 · Covers self-employed individuals
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Accounting | $85,000 |
| United Actuarial Services, Inc | Actuarial | $69,811 |
| Blitman & King Llp | Legal | $51,381 |
| Segal Advisors, Inc | Investment advisory (plan) | $43,691 |
| Mccullough, Bernice | Employee (plan) | $36,068 |
| Prudential Insurance Co. | Investment management fees (direct) | $22,485 |
| Wellington Trust Company, Na | Investment management | $19,123 |
| Manning & Napier Advisors, Llc | Investment management fees (direct) | $15,650 |
| Principal | Custodial (securities) | $15,291 |
| Aberdeen Emerging Markets | Investment management fees (direct) | $14,601 |
| D'arcangelo & Co. | Accounting | $14,100 |
| Loomis Sayles | Investment management fees (direct) | $13,801 |
| Arcara Zucarelli Lenda & Associates | Accounting | $8,093 |