Plan Snapshot

Plan Sponsor: Board Of Trustees Of The I.A.M. National Pension Fund
Sponsor EIN: 516031295
Sponsor Address: 99 M STREET, SE, WASHINGTON, DC, 200034595
Plan Type: DB
Total Participants: 102,863
Total Assets: $15.0B

Key Plan Design Features

Auto-Enrollment: No
Auto-Escalation: No
Allows Roth Contributions: No
Participant Loans: No
Participant-Directed Investments: No
ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

Year	Participants	Total Assets	Employer Contrib.	Employee Contrib.
2024	102,863	$15.0B	$640.2M	$0
2023	102,493	$14.3B	$569.9M	$0
2022	92,151	$13.8B	$533.2M	$0

Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

Provider Name	Role	Direct Compensation	Indirect Compensation	Total Fees
BLACKSTONE ALTERNATIVE ASSET MGMT	Other Service Provider	$5,702,960	—	$5,702,960
VITECH SYSTEMS SUB LLC	Other Service Provider	$5,247,314	—	$5,247,314
ACADIAN ASSET MANAGEMENT LLC	Other Service Provider	$4,425,556	—	$4,425,556
NATIONAL IAM BENEFIT TRUST	Other Service Provider	$3,668,377	—	$3,668,377
PROSKAUER ROSE, LLP	Other Service Provider	$3,103,566	—	$3,103,566
HEITMAN CAPITAL MANAGEMENT	Other Service Provider	$2,588,436	—	$2,588,436
AMERICAN REALTY ADVISORS	Other Service Provider	$2,488,843	—	$2,488,843
HAMILTON LANE ADVISORS LLC	Other Service Provider	$2,334,955	—	$2,334,955
PRINCIPAL LIFE INSURANCE COMPANY	Other Service Provider	$2,110,743	—	$2,110,743
HARVEST FUND ADVISORS LLC	Other Service Provider	$1,964,222	—	$1,964,222
GRAYSTONE CONSULTING MORGAN STANLEY	Recordkeeper	$1,950,000	—	$1,950,000
RICE HALL JAMES & ASSOCIATES LLC	Other Service Provider	$1,900,634	—	$1,900,634
METLIFE INVESTMENT MANAGEMENT	Other Service Provider	$1,446,010	—	$1,446,010
ENTRUST GLOBAL PARTNERS OFFSHORE LP	Other Service Provider	$1,179,601	—	$1,179,601
STATE STREET BANK & TRUST COMPANY	Other Service Provider	$1,100,394	—	$1,100,394
ALGERT GLOBAL LLC	Other Service Provider	$1,080,788	—	$1,080,788
THE SEGAL COMPANY	Other Service Provider	$1,031,216	—	$1,031,216
CAPITAL BANK AND TRUST COMPANY	Other Service Provider	$1,020,423	—	$1,020,423
PIMCO	Other Service Provider	$999,396	—	$999,396
IAM NATIONAL 401K PLAN	Other Service Provider	$944,224	—	$944,224
LION INDUSTRIAL	Other Service Provider	$780,568	—	$780,568
DATA CANOPY COLOCATION	Other Service Provider	$714,611	—	$714,611
AMERICAN CENTURY INVESTMENT MANAGEM	Other Service Provider	$687,084	—	$687,084
INSIGHT DIRECT USA, INC	Other Service Provider	$612,912	—	$612,912
NEW SOUTH CAPITAL MGMT	Other Service Provider	$611,839	—	$611,839
GUGGENHEIM PARTNERS INVESTMENT MANA	Other Service Provider	$591,938	—	$591,938
PAYDEN & RYGEL	Other Service Provider	$586,975	—	$586,975
DRIEHAUS CAPITAL MANAGEMENT LLC	Other Service Provider	$564,379	—	$564,379
T. ROWE PRICE TRUST COMPANY	Other Service Provider	$542,586	—	$542,586
PGIM INC	Recordkeeper	$528,374	—	$528,374
WITHUM SMITH BROWN PC	Auditor	$525,385	—	$525,385
BLACKROCK FINANCIAL MANAGEMENT INC	Other Service Provider	$509,029	—	$509,029
KELLY PRESS, INC	Other Service Provider	$437,204	—	$437,204
DODGE & COX	Other Service Provider	$410,709	—	$410,709
YOLANDA MONTGOMERY	Recordkeeper	$398,916	—	$398,916
DOYLE PRINTING & OFFSET, INC.	Other Service Provider	$389,343	—	$389,343
NOVAK FRANCELLA, LLC	Auditor	$388,021	—	$388,021
SEGAL SELECT INSURANCE SERVICES INC	Other Service Provider	—	$368,927	$368,927
DENISE M CLARK	Recordkeeper	$365,891	—	$365,891
TASC	Other Service Provider	$336,631	—	$336,631
RONALD S NOVAK	Recordkeeper	$265,739	—	$265,739
PRESTIGE AV CREATIVE SVCS	Other Service Provider	$250,095	—	$250,095
RING CENTRAL INC.	Other Service Provider	$245,834	—	$245,834
LORD ABBETT & CO., LLC	Other Service Provider	$240,179	—	$240,179
BNY MELLON	Other Service Provider	$232,043	—	$232,043
WENDY FRYE	Recordkeeper	$219,184	—	$219,184
JONATHAN S YOUNG	Recordkeeper	$211,645	—	$211,645
DAMIEN ANDERSON	Recordkeeper	$195,461	—	$195,461
CARL E MACOMBER	Recordkeeper	$190,299	—	$190,299
DARRYL CAMPBELL	Recordkeeper	$188,355	—	$188,355
CHEIRON INC	Other Service Provider	$187,776	—	$187,776
NIRAV M THAKER	Recordkeeper	$186,262	—	$186,262
LOGAN JACKSON	Recordkeeper	$180,524	—	$180,524
TYIEKA LOVITT	Recordkeeper	$175,455	—	$175,455
RIGHTPATH RESOURCES INC	Other Service Provider	$173,442	—	$173,442
ANJAN THAPA	Recordkeeper	$173,259	—	$173,259
SHONYA MORRISON	Recordkeeper	$161,573	—	$161,573
MOLLIE M WAGONER	Recordkeeper	$157,633	—	$157,633
LORI C LIN MURRAY	Recordkeeper	$156,514	—	$156,514
PARRIS CELESTINE	Recordkeeper	$156,166	—	$156,166
WILLIS TOWERS WATSON US LLC	Other Service Provider	$148,555	—	$148,555
HOSSAM NEAMA	Recordkeeper	$145,649	—	$145,649
RACQUEL O SIMBULAN	Recordkeeper	$144,097	—	$144,097
SHERYL MURPHY	Recordkeeper	$143,117	—	$143,117
SUSAN PLATT	Recordkeeper	$141,678	—	$141,678
ARTHUR D BRIGHT	Recordkeeper	$138,984	—	$138,984
ANGELA RAMSAY	Recordkeeper	$138,831	—	$138,831
MALIKAH RANKINE	Recordkeeper	$138,529	—	$138,529
NADER AGHILI	Recordkeeper	$138,373	—	$138,373
TRUNG LE	Recordkeeper	$137,867	—	$137,867
SLEVIN & HART PC	ERISA Attorney	$134,356	—	$134,356
YAN TIAN	Recordkeeper	$133,062	—	$133,062
SEAN T HEMENWAY	Recordkeeper	$129,900	—	$129,900
NATASHA CARMON	Recordkeeper	$129,028	—	$129,028
MAUREEN J CHONG	Recordkeeper	$125,464	—	$125,464
KATHLEEN TAYLOR	Recordkeeper	$124,745	—	$124,745
IRON MOUNTAIN	Other Service Provider	$124,441	—	$124,441
SCHUYLER K MELLION	Recordkeeper	$121,923	—	$121,923
DOAN TRANG NGO	Recordkeeper	$121,021	—	$121,021
ELOIZA ROSALES	Recordkeeper	$120,907	—	$120,907
JORDAN K BROWN	Recordkeeper	$117,375	—	$117,375
ALAN SKOLNICK	Recordkeeper	$116,627	—	$116,627
ANDREA PINNOCK	Recordkeeper	$116,509	—	$116,509
ORACLE AMERICA, INC	Other Service Provider	$115,291	—	$115,291
TROY BETHUNE	Recordkeeper	$114,275	—	$114,275
MEDINA S ABDELLA	Recordkeeper	$109,639	—	$109,639
DONTAE RAWLINS	Recordkeeper	$109,617	—	$109,617
FARRAH JONES	Recordkeeper	$103,144	—	$103,144
SERGIO R CAMPOS	Recordkeeper	$102,164	—	$102,164
LAVONIA PETERSON	Recordkeeper	$100,239	—	$100,239
SONYA BROWN	Recordkeeper	$99,577	—	$99,577
PENSION BENEFIT INFORMATION	Other Service Provider	$99,386	—	$99,386
TASHA MOORE	Recordkeeper	$98,423	—	$98,423
ANTONINETTE JONES	Recordkeeper	$98,269	—	$98,269
ROMARIC JULIEN BABAL CHOGNIKA	Recordkeeper	$96,270	—	$96,270
DANIEL SHAUGHNESSY	Recordkeeper	$94,410	—	$94,410
LOUIS ALEXANDER	Recordkeeper	$93,590	—	$93,590
SEAN COPELAND	Recordkeeper	$93,570	—	$93,570
NICOLE TATE	Recordkeeper	$92,011	—	$92,011
NUVIA D REYES	Recordkeeper	$91,869	—	$91,869
TANGELA SMALLWOOD	Recordkeeper	$91,513	—	$91,513
COURTNEY SHEPHERD	Recordkeeper	$91,385	—	$91,385
DEONTE HOLDEN	Recordkeeper	$90,255	—	$90,255
LORRAINE K WELLS	Recordkeeper	$90,115	—	$90,115
CHEICK I BAZIE	Recordkeeper	$89,850	—	$89,850
JARED B LUBIN	Recordkeeper	$89,221	—	$89,221
DAWN JONES	Recordkeeper	$89,103	—	$89,103
BRITTANY G PLUMMER	Recordkeeper	$89,075	—	$89,075
GROOM LAW GROUP	ERISA Attorney	$88,752	—	$88,752
ESSENCE WILLIAMS	Recordkeeper	$88,606	—	$88,606
ERICKA MILLS	Recordkeeper	$88,415	—	$88,415
INDIA MCCARTHY	Recordkeeper	$88,405	—	$88,405
AZIZ JAN	Recordkeeper	$88,097	—	$88,097
RODNEY A DYER	Recordkeeper	$87,896	—	$87,896
EMILY M WISE	Recordkeeper	$87,650	—	$87,650
PAULA CHEA	Recordkeeper	$87,431	—	$87,431
JENNIFER ALEXANDRE	Recordkeeper	$87,062	—	$87,062
DIONNE BRANDON	Recordkeeper	$86,973	—	$86,973
DAVID OMALLEY	Recordkeeper	$86,928	—	$86,928
LAVERNE PERALTA II	Recordkeeper	$86,877	—	$86,877
ASHLEY PHARR	Recordkeeper	$86,283	—	$86,283
CLAUDIA CALLEROS	Recordkeeper	$86,212	—	$86,212
KISHA SMITH-MATTHEWS	Recordkeeper	$85,676	—	$85,676
THERESA L BLAIR	Recordkeeper	$85,519	—	$85,519
HELEN BUDUAN	Recordkeeper	$85,511	—	$85,511
JILIA HERNDON	Recordkeeper	$85,362	—	$85,362
AMINATA ALADDIN	Recordkeeper	$85,304	—	$85,304
LASHAWN YOUNG	Recordkeeper	$85,281	—	$85,281
IKEA D ASHTON TRIMMER	Recordkeeper	$85,214	—	$85,214
JENNIFER ROLLINS	Recordkeeper	$85,205	—	$85,205
KNEISS JOHNSON	Recordkeeper	$85,205	—	$85,205
MELISSA MARAGH	Recordkeeper	$85,184	—	$85,184
CELESTE NAMASHULUA	Recordkeeper	$85,143	—	$85,143
MEGAN SVORCEK	Recordkeeper	$85,141	—	$85,141
JOVAUN J WHEELER	Recordkeeper	$85,137	—	$85,137
HANNAH DOYLE	Recordkeeper	$85,128	—	$85,128
NAILAH S GOSMON	Recordkeeper	$85,105	—	$85,105
EAMON EL-SAWAF	Recordkeeper	$85,017	—	$85,017
BROOKE SCHOENBUCHER	Recordkeeper	$84,256	—	$84,256
ZEPHENIA CASIMIRO-NOEL	Recordkeeper	$84,189	—	$84,189
SAMIAH L PAGE	Recordkeeper	$84,152	—	$84,152
BARBARA GUTRIDGE	Recordkeeper	$83,912	—	$83,912
MICHAEL PATTERSON	Recordkeeper	$83,795	—	$83,795
DANA L JENKINS	Recordkeeper	$83,756	—	$83,756
SHERKIA R JOHNSON	Recordkeeper	$83,687	—	$83,687
CHANTEL DUCKETT	Recordkeeper	$83,680	—	$83,680
GENAE C MILLS	Recordkeeper	$83,615	—	$83,615
LETITCIA BROWN	Recordkeeper	$83,581	—	$83,581
DANIELLE MOSLEY	Recordkeeper	$83,537	—	$83,537
MARGARET MCBRIDE	Recordkeeper	$83,476	—	$83,476
AMY CLIFTON	Recordkeeper	$83,272	—	$83,272
CHANAE KELLY	Recordkeeper	$83,172	—	$83,172
ARNOLD E DESHIELD	Recordkeeper	$83,062	—	$83,062
STARQUASHA L SPEARS	Recordkeeper	$82,831	—	$82,831
LAWRENCE M PEARSON	Recordkeeper	$82,077	—	$82,077
LISA C FORTUNE-WILLIAMS	Recordkeeper	$81,981	—	$81,981
CLEMMIETINE L HUNTER	Recordkeeper	$81,738	—	$81,738
HARRINGTON D AUTRY	Recordkeeper	$81,424	—	$81,424
MAYIA MCKENZIE-CORT	Recordkeeper	$81,343	—	$81,343
LATOYA R OWENS	Recordkeeper	$81,314	—	$81,314
NICHELLE POINDEXTER	Recordkeeper	$81,281	—	$81,281
CATRICE M GILBERT	Recordkeeper	$80,954	—	$80,954
GLENN ARAGON	Recordkeeper	$80,808	—	$80,808
FAITH L JONES	Recordkeeper	$80,768	—	$80,768
NIKITA M MACRALL ANGUS	Recordkeeper	$80,763	—	$80,763
LOVELY NEWSON	Recordkeeper	$80,688	—	$80,688
TIFFANY BRITTON	Recordkeeper	$80,471	—	$80,471
JESSICA M ELLIOTT	Recordkeeper	$80,326	—	$80,326
SABRINA COOPER	Recordkeeper	$79,916	—	$79,916
CHARLOTTE PERRY	Recordkeeper	$79,901	—	$79,901
RAVEN MARSHALL	Recordkeeper	$79,883	—	$79,883
EDGAR M VALENZUELA	Recordkeeper	$79,557	—	$79,557
NIA JACKSON	Recordkeeper	$79,173	—	$79,173
DARNESHA ROBINSON	Recordkeeper	$78,889	—	$78,889
BRUCE WATLEY	Recordkeeper	$78,636	—	$78,636
JERRI DUREN	Recordkeeper	$78,498	—	$78,498
DARNELL MALABET	Recordkeeper	$77,950	—	$77,950
CAROLINA GUTIERREZ RIJO	Recordkeeper	$77,865	—	$77,865
KRISTINA WALLACE	Recordkeeper	$77,536	—	$77,536
TOIYA M LEWIS	Recordkeeper	$77,423	—	$77,423
ELAINA RINGO	Recordkeeper	$76,430	—	$76,430
MONICA BULLOCK	Recordkeeper	$76,249	—	$76,249
CHARITY LANCASTER	Recordkeeper	$76,152	—	$76,152
LAKISHA A BRUNSON	Recordkeeper	$76,052	—	$76,052
KIMBERLY A MILES	Recordkeeper	$75,462	—	$75,462
JOHNNY DEGUZMAN	Recordkeeper	$74,746	—	$74,746
SUSAN CALDWELL	Recordkeeper	$74,273	—	$74,273
KYVONNIA T EVANS	Recordkeeper	$73,954	—	$73,954
CHERELLE G MCEACHIN	Recordkeeper	$73,211	—	$73,211
ZANE S COLZA	Recordkeeper	$73,108	—	$73,108
ALEXUS L PARKER	Recordkeeper	$73,005	—	$73,005
TIFFANY SHORTER	Recordkeeper	$71,979	—	$71,979
PETER AMARAL	Recordkeeper	$71,325	—	$71,325
MARGARET M FOSTER	Recordkeeper	$71,233	—	$71,233
LORETTA E COX	Recordkeeper	$71,209	—	$71,209
MARSHA YANSEN	Recordkeeper	$70,975	—	$70,975
LAUREN KANOWICZ	Recordkeeper	$70,957	—	$70,957
LAKEISHA MCGHEE	Recordkeeper	$70,797	—	$70,797
CAMERON D BURTON	Recordkeeper	$69,799	—	$69,799
JOSEPH D BOONE	Recordkeeper	$69,328	—	$69,328
JOSEPH S PAYNE	Recordkeeper	$68,779	—	$68,779
VANESSA L VCELIK	Recordkeeper	$68,649	—	$68,649
APRIL BULLOCK	Recordkeeper	$68,069	—	$68,069
ANGELA THOMAS	Recordkeeper	$67,479	—	$67,479
JAYLA N GOODE	Recordkeeper	$67,427	—	$67,427
JUSTINE A REYES	Recordkeeper	$67,110	—	$67,110
ART AND NEGATIVE GRAPHICS	Other Service Provider	$67,029	—	$67,029
TINEISHA R HAWKINS	Recordkeeper	$66,698	—	$66,698
SUSAN M THOMASSER	Recordkeeper	$66,522	—	$66,522
SIMONE A MASON	Recordkeeper	$66,102	—	$66,102
LAUREN N CARROLL	Recordkeeper	$65,872	—	$65,872
JUMISHA N FORD	Recordkeeper	$64,740	—	$64,740
JEREMY COLEMAN	Recordkeeper	$64,633	—	$64,633
SHAWN SANSON	Recordkeeper	$63,897	—	$63,897
PABLO BEJARANO	Recordkeeper	$63,023	—	$63,023
LESLIE THOMPSON	Recordkeeper	$61,711	—	$61,711
TILEA JONES	Recordkeeper	$59,001	—	$59,001
DAMON L FRESHWATER	Recordkeeper	$58,602	—	$58,602
ALEXANDER J ROGERS	Recordkeeper	$56,200	—	$56,200
UNION INSURANCE GROUP	Other Service Provider	$55,729	—	$55,729
AYANA RANSOM	Recordkeeper	$55,587	—	$55,587
JACKSON SQUARE PARTNERS	Investment Advisor	$54,823	—	$54,823
ELIZABETH ANN GAHINET	Recordkeeper	$54,347	—	$54,347
JEFFREY GATLING	Recordkeeper	$51,336	—	$51,336
AMWINS GROUP BENEFITS INC	Other Service Provider	$49,671	—	$49,671
NORTHERN TRUST CORPORATION	Other Service Provider	$49,099	—	$49,099
ERICA JONES	Recordkeeper	$48,644	—	$48,644
SEBASTIAN R FLEMINGS	Recordkeeper	$48,610	—	$48,610
JERELYN R JONES	Recordkeeper	$46,827	—	$46,827
DATAWATCH SYSTEMS INC	Other Service Provider	$46,465	—	$46,465
INFO-TECH RESEARCH GROUP	Other Service Provider	$46,225	—	$46,225
JENNY YEE	Recordkeeper	$45,806	—	$45,806
GALLAGHER FIDUCIARY ADVISORS	Investment Advisor	$45,208	—	$45,208
NATHALIE J GREEN	Recordkeeper	$44,420	—	$44,420
CHRISTINA MITCHELL	Recordkeeper	$44,342	—	$44,342
BEACON HILL STAFFING GROUP, LLC	Other Service Provider	$44,120	—	$44,120
STACIE LITTLE	Recordkeeper	$43,805	—	$43,805
KIMANI J AYLOR	Recordkeeper	$43,588	—	$43,588
DOCUMENT STRATEGIES	Other Service Provider	$43,495	—	$43,495
REGCHENAL JOHNSON	Recordkeeper	$43,357	—	$43,357
BRANDEN TAYLOR	Recordkeeper	$42,201	—	$42,201
ADEMIR DELCID	Recordkeeper	$42,021	—	$42,021
MICHELLE K SHEA	Recordkeeper	$41,583	—	$41,583
MARK E POIST	Recordkeeper	$41,311	—	$41,311
BRIAN KNOBLETT	Recordkeeper	$38,744	—	$38,744
AMERICAN MANAGEMENT ASSOCIATION	Other Service Provider	$38,400	—	$38,400
D3 TECHNOLOGIES	Other Service Provider	$37,766	—	$37,766
ABA MORIAH CORPORATION	Other Service Provider	$36,707	—	$36,707
STACEY MELTON	Recordkeeper	$36,019	—	$36,019
SRI-KUMAR GLOBAL STRATEGIES INC.	Other Service Provider	$35,000	—	$35,000
ARNOLD SCHER	Recordkeeper	$34,794	—	$34,794
KASEY L GAMBLE	Recordkeeper	$34,521	—	$34,521
FACTSET RESEARCH SYSTEMS, INC	Other Service Provider	$33,072	—	$33,072
CAPITOL IMAGING	Other Service Provider	$33,064	—	$33,064
CONCUR TECHNOLOGIES	Other Service Provider	$31,403	—	$31,403
CREATIVE FINANCIAL PLANNING INC	Other Service Provider	$29,600	—	$29,600
BANCO POPULAR DE PUERTO RICO	Other Service Provider	$28,790	—	$28,790
DIANE VALENZUELA	Recordkeeper	$28,157	—	$28,157
PREMIER TECHNOLOGY SOLUTIONS, INC	Other Service Provider	$28,094	—	$28,094
ADINA I DORCH	Recordkeeper	$28,075	—	$28,075
GLENN WILSON	Recordkeeper	$27,290	—	$27,290
ESENTIRE INC	Other Service Provider	$26,853	—	$26,853
JOHN BUSH	Recordkeeper	$25,887	—	$25,887
UNUM LIFE INSURANCE COMPANY OF AMER	Other Service Provider	$25,539	—	$25,539
NEW TARGET, INC.	Other Service Provider	$24,963	—	$24,963
SEGAL MARCO ADVISORS	Other Service Provider	$23,738	—	$23,738
QUALITY ASSOCIATES INC	Other Service Provider	$23,142	—	$23,142
UNITED BUSINESS TECHNOLOGIES	Other Service Provider	$22,834	—	$22,834
SCHULTHEIS & PANETTIERI, LLP	Auditor	$22,141	—	$22,141
QUADIENT LEASING USA INC	Other Service Provider	$19,637	—	$19,637
BRUTUS COLIN SIGUINEAU LLC	Other Service Provider	$17,544	—	$17,544
COGENT COMMUNICATIONS INC	Other Service Provider	$17,050	—	$17,050
STATE STREET GLOBAL ADVISORS TRUST	Other Service Provider	$16,693	—	$16,693
AMERICAN ARBITRATION ASSOCIATION	Other Service Provider	$15,963	—	$15,963
UDEMY INC	Other Service Provider	$15,291	—	$15,291
AFLAC GROUP INSURANCE	Other Service Provider	$13,412	—	$13,412
RED COATS INC	Other Service Provider	$8,586	—	$8,586
LEXISNEXIS RISK SOLUTIONS	Other Service Provider	$8,442	—	$8,442
POLSINELLI PC	ERISA Attorney	$7,066	—	$7,066
BLOOMBERG BNA	Other Service Provider	$6,115	—	$6,115
BREDHOFF & KAISER PLLC	ERISA Attorney	$5,097	—	$5,097
BARKAY INC DBA PAUL DAVIS RESTORATI	Other Service Provider	$5,057	—	$5,057
NETGAIN SOLUTIONS INC	Other Service Provider	$5,040	—	$5,040

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

GRAYSTONE CONSULTING MORGAN STANLEY — Recordkeeper
PGIM INC — Recordkeeper
WITHUM SMITH BROWN PC — Auditor
YOLANDA MONTGOMERY — Recordkeeper
NOVAK FRANCELLA, LLC — Auditor
DENISE M CLARK — Recordkeeper
RONALD S NOVAK — Recordkeeper
WENDY FRYE — Recordkeeper
JONATHAN S YOUNG — Recordkeeper
DAMIEN ANDERSON — Recordkeeper
CARL E MACOMBER — Recordkeeper
DARRYL CAMPBELL — Recordkeeper
NIRAV M THAKER — Recordkeeper
LOGAN JACKSON — Recordkeeper
TYIEKA LOVITT — Recordkeeper
ANJAN THAPA — Recordkeeper
SHONYA MORRISON — Recordkeeper
MOLLIE M WAGONER — Recordkeeper
LORI C LIN MURRAY — Recordkeeper
PARRIS CELESTINE — Recordkeeper
HOSSAM NEAMA — Recordkeeper
RACQUEL O SIMBULAN — Recordkeeper
SHERYL MURPHY — Recordkeeper
SUSAN PLATT — Recordkeeper
ARTHUR D BRIGHT — Recordkeeper
ANGELA RAMSAY — Recordkeeper
MALIKAH RANKINE — Recordkeeper
NADER AGHILI — Recordkeeper
TRUNG LE — Recordkeeper
SLEVIN & HART PC — ERISA Attorney
YAN TIAN — Recordkeeper
SEAN T HEMENWAY — Recordkeeper
NATASHA CARMON — Recordkeeper
MAUREEN J CHONG — Recordkeeper
KATHLEEN TAYLOR — Recordkeeper
SCHUYLER K MELLION — Recordkeeper
DOAN TRANG NGO — Recordkeeper
ELOIZA ROSALES — Recordkeeper
JORDAN K BROWN — Recordkeeper
ALAN SKOLNICK — Recordkeeper
ANDREA PINNOCK — Recordkeeper
TROY BETHUNE — Recordkeeper
MEDINA S ABDELLA — Recordkeeper
DONTAE RAWLINS — Recordkeeper
FARRAH JONES — Recordkeeper
SERGIO R CAMPOS — Recordkeeper
LAVONIA PETERSON — Recordkeeper
SONYA BROWN — Recordkeeper
TASHA MOORE — Recordkeeper
ANTONINETTE JONES — Recordkeeper
ROMARIC JULIEN BABAL CHOGNIKA — Recordkeeper
DANIEL SHAUGHNESSY — Recordkeeper
LOUIS ALEXANDER — Recordkeeper
SEAN COPELAND — Recordkeeper
NICOLE TATE — Recordkeeper
NUVIA D REYES — Recordkeeper
TANGELA SMALLWOOD — Recordkeeper
COURTNEY SHEPHERD — Recordkeeper
DEONTE HOLDEN — Recordkeeper
LORRAINE K WELLS — Recordkeeper
CHEICK I BAZIE — Recordkeeper
JARED B LUBIN — Recordkeeper
DAWN JONES — Recordkeeper
BRITTANY G PLUMMER — Recordkeeper
GROOM LAW GROUP — ERISA Attorney
ESSENCE WILLIAMS — Recordkeeper
ERICKA MILLS — Recordkeeper
INDIA MCCARTHY — Recordkeeper
AZIZ JAN — Recordkeeper
RODNEY A DYER — Recordkeeper
EMILY M WISE — Recordkeeper
PAULA CHEA — Recordkeeper
JENNIFER ALEXANDRE — Recordkeeper
DIONNE BRANDON — Recordkeeper
DAVID OMALLEY — Recordkeeper
LAVERNE PERALTA II — Recordkeeper
ASHLEY PHARR — Recordkeeper
CLAUDIA CALLEROS — Recordkeeper
KISHA SMITH-MATTHEWS — Recordkeeper
THERESA L BLAIR — Recordkeeper
HELEN BUDUAN — Recordkeeper
JILIA HERNDON — Recordkeeper
AMINATA ALADDIN — Recordkeeper
LASHAWN YOUNG — Recordkeeper
IKEA D ASHTON TRIMMER — Recordkeeper
JENNIFER ROLLINS — Recordkeeper
KNEISS JOHNSON — Recordkeeper
MELISSA MARAGH — Recordkeeper
CELESTE NAMASHULUA — Recordkeeper
MEGAN SVORCEK — Recordkeeper
JOVAUN J WHEELER — Recordkeeper
HANNAH DOYLE — Recordkeeper
NAILAH S GOSMON — Recordkeeper
EAMON EL-SAWAF — Recordkeeper
BROOKE SCHOENBUCHER — Recordkeeper
ZEPHENIA CASIMIRO-NOEL — Recordkeeper
SAMIAH L PAGE — Recordkeeper
BARBARA GUTRIDGE — Recordkeeper
MICHAEL PATTERSON — Recordkeeper
DANA L JENKINS — Recordkeeper
SHERKIA R JOHNSON — Recordkeeper
CHANTEL DUCKETT — Recordkeeper
GENAE C MILLS — Recordkeeper
LETITCIA BROWN — Recordkeeper
DANIELLE MOSLEY — Recordkeeper
MARGARET MCBRIDE — Recordkeeper
AMY CLIFTON — Recordkeeper
CHANAE KELLY — Recordkeeper
ARNOLD E DESHIELD — Recordkeeper
STARQUASHA L SPEARS — Recordkeeper
LAWRENCE M PEARSON — Recordkeeper
LISA C FORTUNE-WILLIAMS — Recordkeeper
CLEMMIETINE L HUNTER — Recordkeeper
HARRINGTON D AUTRY — Recordkeeper
MAYIA MCKENZIE-CORT — Recordkeeper
LATOYA R OWENS — Recordkeeper
NICHELLE POINDEXTER — Recordkeeper
CATRICE M GILBERT — Recordkeeper
GLENN ARAGON — Recordkeeper
FAITH L JONES — Recordkeeper
NIKITA M MACRALL ANGUS — Recordkeeper
LOVELY NEWSON — Recordkeeper
TIFFANY BRITTON — Recordkeeper
JESSICA M ELLIOTT — Recordkeeper
SABRINA COOPER — Recordkeeper
CHARLOTTE PERRY — Recordkeeper
RAVEN MARSHALL — Recordkeeper
EDGAR M VALENZUELA — Recordkeeper
NIA JACKSON — Recordkeeper
DARNESHA ROBINSON — Recordkeeper
BRUCE WATLEY — Recordkeeper
JERRI DUREN — Recordkeeper
DARNELL MALABET — Recordkeeper
CAROLINA GUTIERREZ RIJO — Recordkeeper
KRISTINA WALLACE — Recordkeeper
TOIYA M LEWIS — Recordkeeper
ELAINA RINGO — Recordkeeper
MONICA BULLOCK — Recordkeeper
CHARITY LANCASTER — Recordkeeper
LAKISHA A BRUNSON — Recordkeeper
KIMBERLY A MILES — Recordkeeper
JOHNNY DEGUZMAN — Recordkeeper
SUSAN CALDWELL — Recordkeeper
KYVONNIA T EVANS — Recordkeeper
CHERELLE G MCEACHIN — Recordkeeper
ZANE S COLZA — Recordkeeper
ALEXUS L PARKER — Recordkeeper
TIFFANY SHORTER — Recordkeeper
PETER AMARAL — Recordkeeper
MARGARET M FOSTER — Recordkeeper
LORETTA E COX — Recordkeeper
MARSHA YANSEN — Recordkeeper
LAUREN KANOWICZ — Recordkeeper
LAKEISHA MCGHEE — Recordkeeper
CAMERON D BURTON — Recordkeeper
JOSEPH D BOONE — Recordkeeper
JOSEPH S PAYNE — Recordkeeper
VANESSA L VCELIK — Recordkeeper
APRIL BULLOCK — Recordkeeper
ANGELA THOMAS — Recordkeeper
JAYLA N GOODE — Recordkeeper
JUSTINE A REYES — Recordkeeper
TINEISHA R HAWKINS — Recordkeeper
SUSAN M THOMASSER — Recordkeeper
SIMONE A MASON — Recordkeeper
LAUREN N CARROLL — Recordkeeper
JUMISHA N FORD — Recordkeeper
JEREMY COLEMAN — Recordkeeper
SHAWN SANSON — Recordkeeper
PABLO BEJARANO — Recordkeeper
LESLIE THOMPSON — Recordkeeper
TILEA JONES — Recordkeeper
DAMON L FRESHWATER — Recordkeeper
ALEXANDER J ROGERS — Recordkeeper
AYANA RANSOM — Recordkeeper
JACKSON SQUARE PARTNERS — Investment Advisor
ELIZABETH ANN GAHINET — Recordkeeper
JEFFREY GATLING — Recordkeeper
ERICA JONES — Recordkeeper
SEBASTIAN R FLEMINGS — Recordkeeper
JERELYN R JONES — Recordkeeper
JENNY YEE — Recordkeeper
GALLAGHER FIDUCIARY ADVISORS — Investment Advisor
NATHALIE J GREEN — Recordkeeper
CHRISTINA MITCHELL — Recordkeeper
STACIE LITTLE — Recordkeeper
KIMANI J AYLOR — Recordkeeper
REGCHENAL JOHNSON — Recordkeeper
BRANDEN TAYLOR — Recordkeeper
ADEMIR DELCID — Recordkeeper
MICHELLE K SHEA — Recordkeeper
MARK E POIST — Recordkeeper
BRIAN KNOBLETT — Recordkeeper
STACEY MELTON — Recordkeeper
ARNOLD SCHER — Recordkeeper
KASEY L GAMBLE — Recordkeeper
DIANE VALENZUELA — Recordkeeper
ADINA I DORCH — Recordkeeper
GLENN WILSON — Recordkeeper
JOHN BUSH — Recordkeeper
SCHULTHEIS & PANETTIERI, LLP — Auditor
POLSINELLI PC — ERISA Attorney
BREDHOFF & KAISER PLLC — ERISA Attorney

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

Total Service Provider Fees: $76,838,565
Estimated Expense Ratio: 0.512% of plan assets

Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

Year	Total Admin Expenses	Investment Mgmt Fees	Contract Admin Fees	IQPA Audit Fees	Professional Fees
2024	$95,517,248	$37,018,230	—	$163,526	—
2023	$92,830,933	$39,363,347	—	$148,759	—
2022	$78,629,326	$31,664,198	—	—	$3,703,346

Board Of Trustees Of The I.A.M. National Pension Fund DB Plan