I.B.E.W. Local 139 Annuity Plan
Sponsored by Board Of Trustees Of Ibew Local 139 Annuity Fund · EIN 516029959 · Plan #001
- Total assets
- $25.4M
- Net assets
- $25.3M
- Active participants
- 231
- With balances
- 385
Plan year beginning 07/01/2024 · Profit-sharing
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 |
|---|---|---|
| Manning & Napier Advisors, Inc. | Investment management | $28,984 |
| Mengel, Metzger, Barr & Co. | Accounting | $25,500 |
| Asb Capital Company | Other investment fees and expenses | $17,545 |
| Blitman & King | Legal | $14,649 |
| Ips | $14,250 | |
| Hgk Trinity Street International | Other investment fees and expenses | $14,057 |
| Mccarthy & Associates | Accounting | $11,562 |
| Amagalmated | $11,046 |