Colorado Iron Workers Defined Contribution Fund
Sponsored by Trustees Colorado Iron Workers Defined Contribution Fund · EIN 262458073 · Plan #001
- Total assets
- $18.7M
- Net assets
- $18.7M
- Active participants
- 303
- With balances
- 303
Plan year beginning 04/01/2024 · Age/service weighted or new comparability
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Plan administrator, Direct payment from the plan | $50,070 |
| Needles, Oyewo & Associates Llc. | Accounting, Direct payment from the plan | $22,833 |
| Us Real Estate | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $18,961 |
| Segal Marco Advisors | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $15,000 |
| Us Bank | Custodial (other) | $11,239 |