Iron Workers Local #397 Pension Fund
Sponsored by Iron Workers Local #397 Pension Fund · EIN 596168650 · Plan #001
- Total assets
- $97.1M
- Net assets
- $97.1M
- Active participants
- 666
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cooke & Bieler, L.P. CRD 113859 | fuzzy_auto · 95% | 2024 |
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Chase | Investment management, Investment management fees (indirect) | $121,414 |
| Horizon Actuarial | Actuarial, Direct payment from the plan | $63,319 |
| Cooke & Bieler | Investment management, Investment management fees (direct) | $60,759 |
| Southern Benefit Administrators Inc | Contract administrator, Direct payment from the plan | $59,315 |
| Venable Law Firm | Legal, Direct payment from the plan | $37,304 |
| Mariner Institutional Llc | Investment advisory (plan), Investment management fees (direct) | $32,500 |
| Asb Allegiance Real Estate Fund | Investment management, Investment management fees (indirect) | $30,472 |
| Ironworkers Local Union #397 | Other services, Direct payment from the plan | $10,800 |
| Salem Trust | Custodial (securities), Investment management fees (direct) | $9,897 |
| Rhumbline Advisors | Investment management, Investment management fees (direct) | $7,969 |