Colorado Iron Workers Individual Account Trust Fund
Sponsored by Trustees Colorado Iron Workers Individual Account Trust Fund · EIN 841230960 · Plan #001
- Total assets
- $17.6M
- Net assets
- $17.6M
- Active participants
- 315
- With balances
- 844
Plan year beginning 04/01/2024 · Age/service weighted or new comparability
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions, Inc. | Plan administrator, Direct payment from the plan | $91,262 |
| Segal Marco Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $35,000 |
| Us Real Estate | Investment management | $23,951 |
| Needles & Associates, Llc | Accounting, Direct payment from the plan | $20,545 |
| Us Bank | Custodial (securities), Trustee (institutional) | $11,120 |