Iron Workers Local 401 Annuity Fund
Sponsored by Board Of Trustees Iron Workers Local 401 Annuity Fund · EIN 232191989 · Plan #001
- Total assets
- $140M
- Net assets
- $140M
- Active participants
- 820
- With balances
- 1,866
Plan year beginning 01/01/2024 · Money purchase, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Atalanta Sosnoff Capital, Llc CRD 104880 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Iron Workers Local 401 | Plan administrator, Direct payment from the plan | $214,621 |
| Merrill Lynch | Investment management, Investment management fees (direct), Soft dollars commissions | $158,887 |
| Atalanta Sosnoff Capital | Investment management, Investment management fees (direct), Soft dollars commissions | $121,699 |
| Intercontinentl Enhanced Core Us | Investment management, Investment management fees (direct), Soft dollars commissions | $121,634 |
| Loomis Sayles | Investment management, Investment management fees (direct), Soft dollars commissions | $85,982 |
| Eaton Vance | Investment management, Investment management fees (direct), Soft dollars commissions | $82,502 |
| Pnc Bank, N.A. | Investment management, Investment management fees (direct), Soft dollars commissions | $35,069 |
| Cleary, Josem & Trigiani | Legal, Direct payment from the plan | $24,560 |
| Lazard Asset Management | Investment advisory (plan), Investment management fees (direct), Distribution (12b-1) fees | $22,929 |
| Fischer Dorwart, P.C. | Accounting, Direct payment from the plan | $20,005 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $17,721 |