Southern Ironworkers Pension Fund
Sponsored by Board Of Trustees Southern Ironworkers Pension Fund · EIN 596227091 · Plan #001
- Total assets
- $188M
- Net assets
- $186M
- Active participants
- 851
- 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 |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 99% | 2024 |
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investment Performance Services | Investment advisory (plan), Direct payment from the plan | $104,726 |
| Wedge Capital Management | Investment management, Direct payment from the plan | $102,951 |
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $87,032 |
| Us Bank | Custodial (securities), Investment management fees (indirect) | $69,502 |
| Bha Consulting | Actuarial, Direct payment from the plan | $68,373 |
| Brown Advisory Llc | Investment advisory (plan), Direct payment from the plan | $67,026 |
| Segall, Bryant Hamill | Investment management, Direct payment from the plan | $60,263 |
| Abs Allegiance Real Estate | Investment management, Direct payment from the plan | $56,303 |
| Steven D. Eisenberg Cpa,P.A. | Accounting, Direct payment from the plan | $31,656 |
| Quinn, Conner, Weaver, Davies & | Legal, Direct payment from the plan | $22,581 |