Iron Fiduciary

Iron Fiduciary at a glance

Iron Fiduciary appears on 92 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.6B in assets for 49,561 participants. The median client plan holds $11.5M. Most client plans are sponsored in NY, VA and CA. The largest clients by plan assets are Holder Construction Group, LLC, National Development Associates of New England, Inc. and Therapy Management Corporation. Plans reported $680K in direct and indirect compensation paid to Iron Fiduciary, a median of $4K per plan.

Participants

49,561

Median plan assets

$11.5M

Median plan participants

315

Median fees per plan

$4K

Schedule C direct + indirect

Frequently asked questions

Who uses Iron Fiduciary?

92 retirement plans list Iron Fiduciary as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Holder Construction Group, LLC, National Development Associates of New England, Inc., Therapy Management Corporation, Gentry Locke Rakes & Moore, LLP and Meb General Contractors, Inc.. Most client plans are sponsored in NY, VA and CA.

How many plans does Iron Fiduciary serve?

Iron Fiduciary serves 92 retirement plans with $1.6B in plan assets and 49,561 participants, based on the latest Form 5500 filings through 2024.

What does Iron Fiduciary charge?

Plans reported $680K in total Schedule C compensation paid to Iron Fiduciary. The median plan paid $4K. Fees vary with plan size and the services each plan buys.