AUMdb

I.A.H.F.I.A.W. Local No. 32 Annuity Fund

Sponsored by Board Of Trustees I.A.H.F.I.A.W. Local No. 32 Annuity Fund · EIN 222410262 · Plan #001

Total assets
$56.1M
Net assets
$56.1M
Active participants
627
With balances
389

Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Basil Castrovinci & Associates, Inc Contract administrator, Consulting (general), Direct payment from the plan $68,775
Mets Schiro And Mcgovern Legal, Direct payment from the plan $35,536
Rbc Wealth Management Investment advisory (plan), Direct payment from the plan $26,586
Mspc, Cpa's And Advisors, P.C. Accounting, Direct payment from the plan $16,565
John Hancock Recordkeeping, Participant loan processing, Float revenue $3,152