# International Association Of Machinists And Aerospace Workers DB Plan
Source: https://planprovider.pro/companies/international-association-of-machinists-and-aerospace-workers-plan

> International Association Of Machinists And Aerospace Workers's DB plan: 677 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** International Association Of Machinists And Aerospace Workers

- **Sponsor EIN:** 536001417

- **Sponsor Address:** 9000 MACHINISTS PLACE, UPPER MARLBORO, MD, 207722687

- **Plan Type:** DB

- **Total Participants:** 677

- **Total Assets:** $887.7M

## 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|677|$887.7M|$31.4M|$0|

| 2023|661|$896.0M|$29.5M|$0|

| 2022|660|$868.4M|$27.3M|$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|

| MORGAN STANLEY SMITH BARNEY|NONE|$2,299,138|—|$2,299,138|

| AMERICAN REALTY ADVISORS|NONE|$454,084|—|$454,084|

| IAM & AW|SPONSOR|$442,251|—|$442,251|

| ACADIAN ASSET MANAGEMENT LLC|NONE|$260,121|—|$260,121|

| CHEIRON|NONE|$169,351|—|$169,351|

| DODGE & COX|NONE|$148,579|—|$148,579|

| WITHUMSMITH+BROWN, PC|NONE|$120,452|—|$120,452|

| BNY MELLON|NONE|$65,846|—|$65,846|

| TRUIST BANK|NONE|$51,025|—|$51,025|

| BREDHOFF & KAISER, P.L.L.C.|NONE|$40,126|—|$40,126|

| STATE STREET GLOBAL ADVISORS|NONE|$36,851|—|$36,851|

| THE SEGAL COMPANY|NONE|$25,990|—|$25,990|

| LAZARD ASSET MANAGEMENT LLC|NONE|$25,244|—|$25,244|

| BLACKSTONE ENERGY MANAGEMENT ASSOCI|NONE|$20,933|—|$20,933|

| KOSKIE MINSKY LLP|NONE|$18,381|—|$18,381|

| SALIENT CAPITAL, LP|NONE|$15,867|—|$15,867|

| CENTER COAST CAPITAL ADVISORS, LP|NONE|$10,462|—|$10,462|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [BREDHOFF & KAISER, P.L.L.C.](https://planprovider.pro/provider/bredhoff-and-kaiser) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,204,701

- **Estimated Expense Ratio:** 0.474% 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|$4,132,706|$3,082,842|—|$54,000|—|

| 2023|$3,816,467|$2,885,364|—|$43,500|—|

| 2022|$4,030,722|$3,153,407|—|—|$284,801|

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