Western States Insulators And Allied Workers Individual Account Plan
Sponsored by Board Of Trustees Western States Insulators And Allied Workers Indiv · EIN 510155190 · Plan #002
- Total assets
- $487M
- Net assets
- $487M
- Active participants
- 7,048
- With balances
- 6,600
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys Administrators | Contract administrator, Direct payment from the plan | $430,364 |
| Empower Annuity Insurance Company | Recordkeeping, Recordkeeping fees | $201,992 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $93,898 |
| Kraw Law Group, Apc | Legal, Direct payment from the plan | $79,428 |
| Meketa Investment Group, Inc. | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $50,206 |
| Smart Source Llc | Copying and duplicating, Direct payment from the plan | $24,289 |
| Compliance Verification | Accounting, Direct payment from the plan | $24,263 |
| Iron Mountain | Other services, Direct payment from the plan | $18,811 |
| Stephen Horn Insurance Services | Insurance brokerage commissions | $0 |