AUMdb

Ironworkers Local No 55 Profit Sharing Annuity Plan And Trust Fund

Sponsored by Board Of Trustees Ironworkers Lu No 55 Profit Sharing · EIN 341622509 · Plan #001

Total assets
$75.6M
Net assets
$75.6M
Active participants
726
With balances
1,162

Plan year beginning 07/01/2024 · Profit-sharing

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Northwestern Ohio Administrators Contract administrator $91,604
Allotta And Farley Co. Lpa Legal $32,903
John Hancock Retirement Plan Distribution (12b-1) fees, Recordkeeping fees $28,086
Merrill Lynch Investment management $28,000
Clark, Schaefer, Hackett & Co. Accounting $12,500
Huntington Insurance Insurance services $9,750