Common Contracts

IRON FINANCIAL, LLC

Facilitation Agreement • May 7th, 2020 • Illinois

• Contract Type
  Facilitation Agreement
• Filed
  May 7th, 2020
• Jurisdiction
  Illinois

This ERISA Fiduciary 3(38) Investment Management Agreement and all appendices attached hereto and incorporated by reference herein (collectively, the “Agreement”) sets forth the terms and conditions necessary for IRON Financial, LLC (“IRON”) to provide services to the Employer/Plan Sponsor (the “Sponsor”) and the above-referenced, Participant-directed defined contribution retirement Plan described in the Retirement Plan Client Profile at Appendix A (the “Plan”). This Agreement is made effective as of the date it is signed by the Sponsor on behalf of the Plan (the “Effective Date”).