Local Union No. 4, Ibew Pension Plan
Sponsored by Local Union No. 4, Ibew · EIN 436031009 · Plan #002
- Total assets
- $55.5M
- Net assets
- $55.5M
- Active participants
- 632
- With balances
- 759
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 |
|---|---|---|
| Ekon Advisors, Llc CRD 281039 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ekon Advisors | Investment advisory (plan), Direct payment from the plan | $92,235 |
| Ekon Benefits | Recordkeeping, Consulting (general), Participant loan processing | $20,046 |
| Invesco National Trust Company | Investment management fees (direct) | $9,306 |
| Grabel, Schneiders, Hollman & Co | Accounting, Direct payment from the plan | $7,521 |