Ironworkers Laborers Pension Plan Of Cumberland Md
Sponsored by Trustees Of Ironworkers Laborers Pension Plan Of Cumberland, Md · EIN 526067609 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 182
- 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 |
|---|---|---|
| Standard Valuations Inc CRD 112413 | fuzzy_auto · 100% | 2024 |
| Zacks Investment Management, Inc. CRD 110897 | deterministic · 100% | 2024 |
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 99% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Joint Board Of Trustees Of Iw L568 | Recordkeeping, Direct payment from the plan | $121,884 |
| Bolton Partners, Inc. | Actuarial, Direct payment from the plan | $59,063 |
| Batoff Associates, P.A. | Legal, Direct payment from the plan | $46,976 |
| Turnbull, Hoover & Kahl, P.A. | Accounting, Direct payment from the plan | $41,905 |
| Standard Valuation | Investment advisory (plan), Direct payment from the plan | $35,675 |
| Manning & Napier Advisors, Llc | Investment management, Investment management fees (direct) | $20,862 |
| Fifth Third Bank Retirement Service | Custodial (securities), Direct payment from the plan, Recordkeeping | $19,401 |
| Chevy Chase Trust Company | Investment management, Investment management fees (direct), Soft dollars commissions | $7,532 |
| Zacks Investment Management | Investment management, Investment management fees (direct) | $5,553 |