Iron Workers Local Union 60 Annuity Pension Plan
Sponsored by Iron Workers Local Union 60 Annuity Pension Fund Board Of Trustees · EIN 161136534 · Plan #001
- Total assets
- $41.6M
- Net assets
- $41.6M
- Active participants
- 410
- With balances
- 379
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Upstate Advisers Inc. CRD 341449 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $43,759 |
| Blitman & King | Other services, Direct payment from the plan, Other fees | $35,031 |
| Iron Workers Local 60 | Direct payment from the plan, Other fees | $28,077 |
| Upstate Advisors, Inc. | Investment advisory (participants), Direct payment from the plan | $15,500 |
| Masterpole And Murphy Agency | Insurance agents and brokers, Direct payment from the plan | $11,257 |