Iron Workers Local 399 Annuity Fund
Sponsored by Iron Workers Local 399 Annuity Fund · EIN 222563067 · Plan #001
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 1,641
- With balances
- 1,747
Plan year beginning 07/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Michele Foy | Employee (plan) | $123,440 |
| Emilia Mattson | Employee (plan) | $115,411 |
| Morgan Stanley | Investment management, Investment management fees (direct) | $49,000 |
| Benefit Plan Administrators, Inc. | Consulting (pension), Participant communication, Investment management fees (indirect) | $28,471 |
| Guy Biscardi | Consulting (general), Direct payment from the plan | $19,500 |
| Fischer Dorwart, P.C. | Accounting, Direct payment from the plan | $16,510 |
| Cleary, Josem & Trigiani, Llp | Legal, Direct payment from the plan | $9,906 |
| Empower Annuity Insurance Company | Participant communication, Investment management fees (indirect), Account maintenance fees | $7,571 |
| Ironworkers Local Union 399 | Other services, Direct payment from the plan | $5,400 |