Ironworkers Local 380 Retirement And Severance Plan
Sponsored by Ironworkers Local 380 Retirement And Sev Fund · EIN 376122834 · Plan #001 · Urbana, IL
- Total assets
- $35.6M
- Net assets
- $35.5M
- Active participants
- 1,236
- With balances
- 533
Plan year beginning 04/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment management, Investment management fees (direct) | $84,889 |
| Cliftonlarsonallen | Accounting, Direct payment from the plan | $61,236 |
| Macnell Accounting & Consulting,Llp | Accounting, Direct payment from the plan | $59,008 |
| Erisa Services | Plan administrator, Direct payment from the plan | $37,500 |
| John Hancock Retirement Plan Svcs | Investment management, Investment management fees (indirect) | $28,525 |
| Charles Black | Trustee (individual), Direct payment from the plan | $18,883 |
| Ironworkers Local Union 380 | Plan administrator, Direct payment from the plan | $14,371 |
| Hunt Insurance Agency, Inc. | Insurance agents and brokers, Direct payment from the plan | $7,733 |
| Jeremy Ochs | Trustee (individual), Direct payment from the plan | $5,581 |