AUMdb

Ironworkers 568 Retirement Plan

Sponsored by The Board Of Trustees Of The Ironworkers 568 Retirement Plan · EIN 320124306 · Plan #002

Total assets
$10.8M
Net assets
$10.8M
Active participants
95
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
Standard Valuations Inc CRD 112413 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Joint Board Of Trustees For Iw L568 Recordkeeping, Direct payment from the plan $61,066
Bolton Partners, Inc. Actuarial, Direct payment from the plan $51,470
Batoff Associates, P.A. Legal, Direct payment from the plan $37,791
Turnbull, Hoover And Kahl, P.A. Accounting, Direct payment from the plan $24,240
Standard Valuation Investment advisory (plan), Direct payment from the plan $8,000