IRON POINT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
6
Active participants
22,542
Total plan assets
$8.9B
Filings (rows)
6
Direct comp
$333K
Indirect comp
$0
Aggregating 2 name variants under "IRON POINT"
SERVICES PROVIDED
Advisor / Consultant4
Other2
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.9B | $21K |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.8B | $19K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 6,051 | $865.4M | $62K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 5,738 | $805.5M | $64K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 5,290 | $770.3M | $105K |
| LES SCHWAB WAREHOUSE CENTER, LLC LES SCHWAB PROFIT SHARING RETIREMENT PLAN | BEND, OR | Advisor / Consultant INDEPENDENT ADVISOR | 5,463 | $730.9M | $62K |