Chicago Area Ib Of T Severance And Retirement Plan
Sponsored by Board Of Trustees Chicago Area Ibt Severance And Retirement Trust Fund · EIN 363296789 · Plan #002
- Total assets
- $54.9M
- Net assets
- $54.8M
- Active participants
- 1,423
- With balances
- 0
Plan year beginning 02/01/2024 · Age/service weighted or new comparability
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Strategic Capital, Inc. CRD 291025 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Legacy Professionals Llp | Accounting, Recordkeeping | $63,634 |
| Laura Caballero | Employee (plan) | $60,703 |
| Amy Hertz | Employee (plan) | $46,220 |
| National Investment Services | Investment management, Investment management fees (direct) | $44,472 |
| Denise Lukaszewski | Employee (plan) | $44,349 |
| Laner Muchin | Legal | $40,504 |
| Strategic Capital | Investment advisory (plan) | $30,000 |
| Dowd Bloch & Bennett | Legal | $29,513 |
| Washington Capital | Investment management, Investment management fees (direct) | $19,056 |
| Bridgeway Benefit Technologies | Recordkeeping | $15,613 |
| Asb Capital Management | Investment management, Investment management fees (direct) | $14,173 |
| Gallagher | Other commissions | $0 |