I.A.T.S.E. Annuity Fund
Sponsored by Board Of Trustees I.A.T.S.E. Annuity Fund · EIN 133088691 · Plan #001
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 100,349
- With balances
- 100,475
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $3,193,045 |
| Spivak Lipton Llp | Legal, Direct payment from the plan | $184,597 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $173,119 |
| Meketa Investment Group Inc. | Investment advisory (plan), Investment management fees (direct) | $67,264 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $64,000 |