AUMdb

Intermountain Ironworkers Pension Trust

Sponsored by Board Of Trustees Intermountain Ironworkers Pension Trust · EIN 876124266 · Plan #001

Total assets
$162M
Net assets
$161M
Active participants
690
With balances
0

Plan year beginning 06/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Nepc, Llc CRD 110562 deterministic · 100% 2024
Washington Capital Management Inc CRD 105253 fuzzy_auto · 100% 2024
Brandywine Global Investment Management, Llc CRD 110783 fuzzy_auto · 99% 2024
Acadian Asset Management Llc CRD 106609 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Benesys Administrators Recordkeeping $268,281
Rael & Letson Actuarial $192,514
Ncs Group Trust International Fund Investment management fees (direct) $98,506
Song Mondress Legal $96,705
Acadian Asset Managment Llc Investment management, Investment management fees (direct) $75,816
Ullico Investment Advisors Inc Investment management fees (direct) $72,808
Haynie & Company Accounting $61,003
Washinton Capital Management, Inc. Investment management, Investment management fees (direct) $60,588
Us Bank Investment management fees (indirect), Custodial (securities) $42,164
Brandywine Global Investment Mgmt Investment management, Investment management fees (direct), Investment management fees (indirect) $40,848
Segall Bryant & Hamill Investment management fees (direct) $30,735
Nepc, Llc Investment advisory (plan) $30,278
Smart Source Llc Copying and duplicating, Other services $20,218
Deboer & Associates, Pc Accounting $9,620