Iron Workers Local 395 Annuity Fund
Sponsored by Board Of Trustees Of Iron Workers Local 395 Annuity Fund · EIN 351959984 · Plan #001
- Total assets
- $70.2M
- Net assets
- $70.1M
- Active participants
- 754
- With balances
- 1,033
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator, Copying and duplicating, Direct payment from the plan | $104,662 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $58,125 |
| Matrix Trust Company | Investment management, Investment management fees (direct), Float revenue | $25,771 |
| Asher, Gittler & D'alba, Ltd. | Legal, Direct payment from the plan | $24,228 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $21,674 |