AUMdb

Mo Kan Iron Workers Pension Fund

Sponsored by Joint Board Of Trustees Mo Kan Iron Workers Pension Plan · EIN 436130595 · Plan #001

Total assets
$266M
Net assets
$266M
Active participants
1,008
With balances
0

Plan year beginning 02/01/2024

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
F/M Investments Llc CRD 304405 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wilson Mcshane Corporation Contract administrator $200,583
The Segal Company Actuarial $101,408
Arnold, Newbold, Sollars & Hollins Legal $72,560
Commerce Bank Investment management, Investment management fees (direct) $72,527
Construction Benefits Audit Corp Accounting $72,230
Fiducient Advisors Investment advisory (plan) $69,700
Foundry Partners Llc Investment management, Investment management fees (direct), Securities brokerage commissions $44,601
F/M Investments Llc Investment management $36,149
Ziegler Capital Management, Llc Investment management, Investment management fees (direct), Soft dollars commissions $33,896
Segal Select Insurance Services Insurance services $32,269
Midwest Institutional Trust Company Custodial (other), Investment management, Direct payment from the plan $31,500
Anders Minkler Huber Helm Llp Accounting $26,400