PNN-1238AO.3 Private IRON 3.38 Investment Management AgreementSignature - DRAFT-1.doc 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling in the 'Name of Plan' and 'Name of Employer/Plan Sponsor' fields at the top of the document. Ensure that these details are accurate as they are crucial for identification.
3. Proceed to Section 1, where you will outline the services provided by IRON Financial, LLC. Carefully review each service listed and ensure that your selections align with your plan's needs.
4. In Appendix A, complete the Retirement Plan Client Profile by providing necessary company information, including address, contact details, and asset categories preferences.
5. Review Appendix B for a detailed schedule of services. Confirm that all selected services meet your requirements and make any necessary adjustments.
6. Finally, sign and date the agreement at the end of the document. Ensure that all required signatures from both parties are included before submission.

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