Shopmen's Iron Workers Retirement Fund Of Southern California
Sponsored by Jt Board Of Trustees, Shopmen's Iron Workers Retirement Fund · EIN 956042233 · Plan #002
- Total assets
- $89.3M
- Net assets
- $89.3M
- Active participants
- 294
- With balances
- 3,385
Plan year beginning 08/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 96% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 96% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ironworkers Employee Benefit Corp. | Contract administrator | $72,150 |
| Strategic Capital Inv Advisors | Investment advisory (plan) | $55,903 |
| Washington Capital Management Inc. | Investment management | $47,100 |
| National Investment Servcies Inc. | Investment management | $40,017 |
| Kraw Law Group | Legal | $27,024 |
| Clarion Lion Properties Fund | Investment management | $23,574 |
| Mc Menomy & Associates Cpas Llp | Accounting | $20,600 |
| Iron Mountain | Other fees | $14,741 |
| Oxford Risk Management & Insurance | Consulting fees | $12,000 |
| Principal Custody Solutions | Custodial (securities) | $11,862 |
| U.S. Bank | Other services | $5,548 |