Iron Workers' Locals No. 15 & 424 Pension Plan
Sponsored by Board Of Trustees Iron Workers' Locals No. 15 & 424 · EIN 066077019 · Plan #001
- Total assets
- $88.2M
- Net assets
- $87.9M
- Active participants
- 449
- 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $106,050 |
| The Segal Company | Actuarial, Direct payment from the plan, Other services | $91,514 |
| Reid & Riege P.C. | Legal, Direct payment from the plan | $64,844 |
| Employee X | Direct payment from the plan | $48,161 |
| Employee W | Employee (plan), Direct payment from the plan | $43,523 |
| Novak Francella Llc | Direct payment from the plan, Accounting | $42,251 |
| Intercontinental R/E Corp. | Investment management, Investment management fees (direct) | $36,558 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $29,364 |
| Employee Y | Employee (plan) | $29,230 |
| Principal Custody Solutions | Custodial (securities), Direct payment from the plan | $27,805 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $25,397 |
| Kayne Anderson Capital Advisors Lp | Investment management fees (direct), Investment management fees (indirect) | $18,623 |
| R.M. Cheverie & Associates P.C. | Legal, Direct payment from the plan | $9,009 |