Ironworkers Local #597 Pension Plan
Sponsored by Board Of Trustees Ironworkers Local #597 Pension Plan · EIN 596195918 · Plan #001
- Total assets
- $30.1M
- Net assets
- $30.0M
- Active participants
- 154
- 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 |
|---|---|---|
| Burgess Chambers & Associates Inc CRD 110164 | fuzzy_auto · 100% | 2024 |
| Csm Advisors, Llc CRD 306128 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southern Benefit Administrators | Contract administrator, Direct payment from the plan | $45,894 |
| Bha Consulting | Actuarial, Direct payment from the plan | $42,098 |
| Burgess Chambers & Associates | Investment advisory (plan), Direct payment from the plan | $29,247 |
| Steven Eisenberg Cpa, P.A. | Accounting, Direct payment from the plan | $23,486 |
| Cs Mckee & Company | Investment management, Investment management fees (direct) | $21,210 |
| Regions Bank | Custodial (securities), Investment management fees (indirect) | $12,797 |