AUMdb

Iron Workers Pension Trust Fund For Colorado

Sponsored by Trustees Iron Workers Pension Trust Fund For Colorado · EIN 846099094 · Plan #001

Total assets
$23.6M
Net assets
$23.6M
Active participants
742
With balances
0

Plan year beginning 04/01/2024

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
Segal Marco Advisors, Inc. Investment advisory (plan), Direct payment from the plan $100,000
Rael & Letson Actuarial, Direct payment from the plan $75,216
Zenith American Solutions, Inc. Plan administrator, Direct payment from the plan $62,489
Needles & Associates, Llc Accounting, Direct payment from the plan $36,429
Us Bank Custodial (other), Direct payment from the plan, Other fees $21,379
Spencer Fane, Llp Legal, Direct payment from the plan $8,440