AUMdb

Intermountain Ironworkers' Tax Deferral Plan

Sponsored by Intermountain Ironworkers Tax Deferral Plan · EIN 621473489 · Plan #002

Total assets
$119M
Net assets
$118M
Active participants
4,100
With balances
4,037

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Mondress Monaco Parr Lockwood Legal $128,165
Benesys Administrators Recordkeeping $118,976
Compusys Of Utah Claims processing, Plan administrator, Recordkeeping $71,767
Haynie & Company Accounting $39,135
Nepc, Llc Legal $29,140
Rael & Letson Consulting (general) $24,495
Deboer & Associates, P.C. Accounting $6,143