Ironworkers Local #16 Pension Plan
Sponsored by Board Of Trustees, Ironworkers Local #16 Pension Plan · EIN 526148924 · Plan #001
- Total assets
- $127M
- Net assets
- $122M
- Active participants
- 112
- 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 |
|---|---|---|
| Westfield Capital Management Company, L.P. CRD 146990 | fuzzy_auto · 94% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Welfare & Pension Admin Service Inc | Contract administrator, Direct payment from the plan | $117,529 |
| Intercontinental Real Estate Corp | Investment management fees (direct) | $83,157 |
| Investment Performance Services | Investment advisory (plan), Direct payment from the plan | $75,000 |
| Jpmorgan Investment Management | Direct payment from the plan, Investment management fees (direct), Soft dollars commissions | $70,564 |
| The Mckeogh Company | Actuarial, Direct payment from the plan | $64,189 |
| O'donoghue & O'donoghue | Legal, Direct payment from the plan | $50,279 |
| First Eagle Investment Management | Direct payment from the plan, Investment management fees (direct), Soft dollars commissions | $47,041 |
| Westfield Capital Mgmt | Investment management, Direct payment from the plan, Investment management fees (direct) | $42,655 |
| Dana Investment Advisors | Direct payment from the plan, Investment management fees (direct), Soft dollars commissions | $37,983 |
| Blackrock Institutional Trust Compa | Direct payment from the plan, Investment management fees (direct), Soft dollars commissions | $37,964 |
| Lsv Asset Mgmt | Direct payment from the plan, Investment management fees (direct) | $31,354 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $29,800 |
| Wellington Trust Company | Direct payment from the plan, Investment management fees (direct), Soft dollars commissions | $29,487 |
| Schultheis & Planettieri | Accounting, Direct payment from the plan | $24,658 |
| The Union Labor Life Insurance Comp | Investment management, Direct payment from the plan, Investment management fees (direct) | $22,953 |
| Pnc Institutional Inv | Custodial (securities), Direct payment from the plan, Soft dollars commissions | $18,754 |
| Entrust Global Partners | Investment management fees (direct), Soft dollars commissions | $17,023 |
| Chevy Chase Trust | Trustee (individual), Trustee (institutional), Investment management | $14,466 |
| Bank Of America | Direct payment from the plan, Other fees | $12,678 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $8,849 |
| Iron Mountain | Copying and duplicating, Direct payment from the plan | $7,202 |
| Smith, Graham & Co | Direct payment from the plan, Investment management fees (direct), Soft dollars commissions | $7,060 |