Mo Kan Iron Workers Annuity Fund
Sponsored by Joint Board Of Trustees Mo Kan Iron Workers Annuity Plan · EIN 436130595 · Plan #002
- Total assets
- $247M
- Net assets
- $247M
- Active participants
- 2,403
- With balances
- 909
Plan year beginning 02/01/2024 · Money purchase, 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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Servic | Custodial (other), Custodial (securities), Investment advisory (participants) | $157,551 |
| Construction Benefits Audit Corpora | Direct payment from the plan | $61,286 |
| Fiducient Advisors | Investment advisory (plan), Direct payment from the plan | $53,000 |
| Arnold, Newbold, Sollars & Hollins | Legal | $48,006 |
| Wilson Mcshane Corporation | Direct payment from the plan | $44,577 |
| Segal Select Insurance Services | Insurance services | $28,090 |
| Anders Minkler Huber Helm Llp | Accounting | $22,600 |
| Iron Mountain | Other services | $20,028 |
| The Segal Company | Consulting (pension), Direct payment from the plan, Insurance brokerage commissions | $11,843 |