Iron Workers District Council Of Tn Valley & Vicinity Pension Plan
Sponsored by Iron Workers District Council Of Tn Valley & Vicinity Pension Plan · EIN 626098036 · Plan #001
- Total assets
- $184M
- Net assets
- $184M
- Active participants
- 1,544
- 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 |
|---|---|---|
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Custodial (securities), Investment management | $308,281 |
| Southern Benefit Administrators | Plan administrator | $110,482 |
| Bha Consulting | Actuarial, Consulting (pension) | $96,043 |
| Reliance Trust Company | Custodial (securities), Investment management | $87,569 |
| Daniels, Irwin & Aylor Cpas | Accounting | $33,600 |
| Stranch, Jennings & Garvey Pllc | Legal | $26,216 |
| Boyd Watterson Asset Management | Custodial (securities), Investment management | $0 |
| Money Market, Mutual & Etfs | Custodial (securities), Investment management | $0 |