AUMdb

I.B.E.W. Local 139 Pension Plan

Sponsored by Board Of Trustees Of Ibew Local 139 Pension · EIN 516029960 · Plan #001

Total assets
$52.8M
Net assets
$52.6M
Active participants
217
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Manning & Napier Advisors, Llc CRD 105992 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ips $47,500
Hgk Trinity Street International Fu Other investment fees and expenses $47,165
Hamilton $46,874
Manning & Napier Advisors, Inc. Investment management $40,035
Asb Capital Company Other investment fees and expenses $32,797
Mengel, Metzger, Barr & Co. Llp Accounting $29,000
Blitman & King Legal $22,422
Jp Morgan $21,063
Mccarthy & Associates $11,562
Ullico Other investment fees and expenses $6,746
Bank Of Labor Other investment fees and expenses $5,311