Ironworkers Local Union No. 167 Pension Plan
Sponsored by Board Of Trustees Ironworkers Local Union No. 167 Pension Plan · EIN 620787578 · Plan #001
- Total assets
- $73.5M
- Net assets
- $72.9M
- Active participants
- 828
- 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 |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
| Fenimore Asset Management, Inc. CRD 110946 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southern Benefit Administrators | Plan administrator, Consulting (general) | $68,656 |
| Amalgamated Bank | Custodial (securities), Investment management | $40,500 |
| Reynolds Consulting Services, Llc | Investment advisory (plan) | $30,495 |
| Daniels Irwin & Aylor | Accounting | $21,150 |
| Ullico | Custodial (securities), Investment management | $21,142 |
| Godwin Morris Laurenzi & Bloomfield | Legal | $16,208 |
| Regions Bank | Custodial (other) | $13,078 |
| Fenimore Asset Management | Investment management | $11,630 |
| Cca Black, Lp | Custodial (securities), Investment management | $11,043 |
| United Actuarial Services | Actuarial | $6,400 |
| Money Market And Mutual Funds | Custodial (securities), Investment management | $0 |
| New Tower Trust Company | Custodial (securities), Investment management | $0 |
| Boyd Watterson | Custodial (securities), Investment management | $0 |
| Invesco Trust Company | Custodial (securities), Investment management | $0 |