Luke Waggenspack signed Trustees - Mid-South Iron Workers Direct Contribution Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trustees - Mid-South Iron Workers Direct Contribution Fund's EIN is 72-1303411.
Download the official 2024 Form 5500 (PDF) for Trustees - Mid-South Iron Workers Direct Contribution Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | NONE | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $23.1M | 96.3% |
Trustees - Mid-South Iron Workers Direct Contribution Fund's plan includes ERISA 404(c) participant direction.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $25K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $24K | — |
| ROBEIN, URANN, SPENCER, ET AL. | 77-0999672 | — | NONE | $15K | — |
