Iron Workers Regional Shop Local Union No 855 Pension Trust
Sponsored by Iron Workers Regional Shop Local Union 855 Pension Trust · EIN 940012049 · Plan #001
- Total assets
- $77.2M
- Net assets
- $77.1M
- Active participants
- 254
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ifm Global Infrastructure | Investment management | $98,986 |
| Ironworkers Employees Benefit Corp | Contract administrator | $89,000 |
| Rael & Letson | Actuarial | $82,546 |
| Alan D Biller & Associates | Investment advisory (plan) | $76,000 |
| Saltzman & Johnson | Legal | $43,119 |
| U.S. Bank | Other fees | $39,183 |
| U.S. Bank | Custodial (securities) | $33,877 |
| Rreef American Ii Reit | Investment management | $31,091 |
| White Oak Summit Fund Lp | Investment management | $24,022 |
| Jp Morgan Chase Na | Investment management | $17,187 |
| Mcmenomy & Associates Cpas Llp | Accounting | $16,000 |
| Iron Mountain | Other fees | $12,342 |
| Blackrock Inc. | Investment management | $5,513 |