Oklahoma Iron Workers Direct Contribution Plan And Trust
Sponsored by Trustees Oklahoma Iron Workers Direct Contribution Plan And Trust · EIN 736278639 · Plan #001
- Total assets
- $44.4M
- Net assets
- $44.3M
- Active participants
- 4,449
- With balances
- 1,296
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman Inc. | Recordkeeping, Direct payment from the plan, Other fees | $101,556 |
| Rbc Wealth Management | Investment management, Direct payment from the plan | $64,093 |
| Needles & Associates, Llc | Accounting, Direct payment from the plan | $40,099 |
| Zenith American Solutions | Plan administrator, Direct payment from the plan | $16,565 |
| Monaghan Warrick King | Legal, Direct payment from the plan | $8,186 |