AUMdb

Iamaw Great Lakes Joint Retirement Plan

Sponsored by International Association Of Machinists · EIN 382614719 · Plan #005

Total assets
$64.7M
Net assets
$64.7M
Active participants
406
With balances
449

Plan year beginning 01/01/2024 · 401(k)

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
Benesys, Inc. Accounting, Contract administrator, Recordkeeping $121,888
Graystone Consulting Group Investment advisory (plan), Direct payment from the plan $25,000
Novara, Tesija, Catenacci, Mcdonald Legal, Direct payment from the plan $23,347
Washington Insurance Group Insurance agents and brokers, Direct payment from the plan $22,873
Wrubel Wesley And Company C.P.A.'S Accounting, Direct payment from the plan $15,250