Ironworkers 340 Retirement Plan
Sponsored by Ironworkers 340 Retirement Plan · EIN 386233975 · Plan #001 · Oak Brook, IL
- Total assets
- $32.5M
- Net assets
- $31.9M
- Active participants
- 224
- 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefits Management Group, Inc. | Contract administrator, Direct payment from the plan | $58,714 |
| Comerica Bank | Custodial (securities), Other investment fees and expenses, Direct payment from the plan | $50,866 |
| Cuni, Rust & Strenk | Actuarial, Direct payment from the plan | $50,775 |
| Cap Trust | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $30,500 |
| Macala & Piatt L.L.C. | Legal, Direct payment from the plan | $13,937 |
| Ubt | $5,629 |