AUMdb

Ibew Local 405 Deferred Savings Plan

Sponsored by Board Of Trustees, Ibew Local 405 Deferred Savings Plan · EIN 421494475 · Plan #001

Total assets
$263M
Net assets
$262M
Active participants
886
With balances
1,056

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Other services, Direct payment from the plan $88,627
Reinhart Boerner Van Deuren Legal, Direct payment from the plan $80,066
Employee Group Services Ltd Dba Aux Contract administrator, Direct payment from the plan $36,896
Fiducient Advisors Investment advisory (plan), Direct payment from the plan $32,200
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $26,140
Broadridge Financial Solutions, Inc Trustee (institutional), Trustee (directed), Direct payment from the plan $24,612