Iron Workers District Council Of So Oh & Vicinity Pension Trust
Sponsored by Iron Workers District Council Of Southern Ohio & Vicinity · EIN 316038516 · Plan #001
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 3,646
- With balances
- 0
Plan year beginning 02/01/2024
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 |
| Tributary Capital Management, Llc CRD 112528 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Idwc Of Sw Oh Benefit Trust | Plan administrator, Direct payment from the plan | $553,368 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $316,250 |
| Fidelity Investment Asset Mgmt | Investment management, Investment management fees (direct) | $229,496 |
| Overmyer Hall Associates | Insurance agents and brokers, Insurance services, Direct payment from the plan | $192,747 |
| The Horton Group | Other services, Direct payment from the plan | $150,000 |
| Tributary Capital Management | Investment management, Investment management fees (direct) | $148,210 |
| Clark, Schaefer, Hacektt & Co. | Accounting, Direct payment from the plan | $79,586 |
| Bridgeway Benefit Technologies | Insurance services, Direct payment from the plan | $69,947 |
| Northern Trust Collective Invst Tr | Investment management, Direct payment from the plan | $64,084 |
| Quality Publishing Company | Other services, Direct payment from the plan | $58,110 |
| U.S. Bank | Accounting, Custodial (securities), Direct payment from the plan | $57,992 |
| Faulkner, Hoffman & Phillips Llp | Legal, Direct payment from the plan | $49,804 |
| Segal Company Midwest | Actuarial, Consulting (general), Direct payment from the plan | $44,353 |
| Volo Technologies | Other services, Direct payment from the plan | $43,079 |
| Montgomery County Treasurer | Other services, Direct payment from the plan | $24,983 |
| Datamation Imaging Services | Other services, Direct payment from the plan | $16,433 |
| Cincinnati Insurance | Investment management, Investment management fees (direct) | $15,677 |
| State Street Russell 2000 | Investment management, Investment management fees (direct) | $13,768 |
| Nephox, Llc | Other services, Direct payment from the plan | $7,788 |
| Segal Benz | Other services, Direct payment from the plan | $6,270 |