Texas Iron Workers' Pension Plan
Sponsored by Board Of Trustees, Texas Iron Workers' Pension Plan · EIN 741905198 · Plan #001
- Total assets
- $264M
- Net assets
- $264M
- Active participants
- 0
- With balances
- 0
Plan year beginning 04/01/2024 · Association retirement plan (MEP)
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 |
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 2024 |
| Sage Advisors, Llc CRD 301328 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Plan administrator, Direct payment from the plan | $362,052 |
| Segal Advisors | Investment advisory (plan), Direct payment from the plan | $240,000 |
| Barrow Hanley | Investment management, Investment management fees (direct) | $235,640 |
| Conner & Winters, Lp | Legal, Direct payment from the plan | $87,493 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $70,894 |
| State Street Global | Investment management, Investment management fees (direct) | $64,706 |
| Harper & Pearson Cpa's | Accounting, Direct payment from the plan | $64,000 |
| The Segal Company | Actuarial, Direct payment from the plan | $58,534 |
| Brandywine Global | Investment management, Investment management fees (direct) | $41,388 |
| Chartwell Investment Partners | Investment management, Investment management fees (direct) | $27,511 |
| Edwards And Leathers, P.C. | Accounting, Direct payment from the plan | $26,000 |
| Us Bank | Custodial (other), Direct payment from the plan | $22,836 |
| Sage Advisory | Investment management, Investment management fees (direct) | $16,163 |