Iron Workers Local Union No. 404 Annuity Fund
Sponsored by Iron Workers Local 404 · EIN 251754959 · Plan #002
- Total assets
- $75.5M
- Net assets
- $75.3M
- Active participants
- 885
- With balances
- 1,114
Plan year beginning 05/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Empower Annuity Insurance Company | Investment management fees (indirect), Sub-transfer agency fees, Distribution (12b-1) fees | $51,454 |
| Iron Workers Dist. Council Of Phila | Contract administrator, Direct payment from the plan | $47,884 |
| Morgan Stanley Smith Barney | Other services, Direct payment from the plan | $35,000 |
| Cleary, Josem & Trigiani, Llp | Legal, Direct payment from the plan | $29,848 |
| Ernst & Young | Accounting, Direct payment from the plan | $21,695 |
| Fischer Dorwart, P.C. | Accounting, Direct payment from the plan | $17,628 |
| Vanguard | Investment management fees (indirect) | $0 |
| Jp Morgan | Investment management fees (indirect) | $0 |
| Manning & Napier | Investment management fees (indirect) | $0 |
| T. Rowe Price | Investment management fees (indirect) | $0 |