I.B.E.W. Local 38 Pension Plan
Sponsored by Ibew Local 38 Pension Plan · EIN 346574238 · Plan #001
- Total assets
- $446M
- Net assets
- $445M
- Active participants
- 1,704
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Earnest Partners Llc CRD 107926 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 93% | 2024 |
| Segal Advisors, Inc. CRD 114687 | fuzzy_auto · 99% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Manning & Napier | Investment management, Investment management fees (direct) | $369,197 |
| Fisher Investments | Investment management, Investment management fees (direct) | $324,706 |
| Earnest Partners | Investment management, Investment management fees (direct) | $271,063 |
| Ibew Local 38 Fringe Benefit Funds | Contract administrator | $158,638 |
| Asb Capital Management Llc | Investment management, Investment management fees (direct) | $132,573 |
| Umb Fund Services | Investment management, Investment management fees (direct) | $107,065 |
| Segal Macro Advisors | Investment advisory (plan), Consulting (general) | $102,667 |
| Jp Morgan Chase Bank, N.A. | Investment management, Investment management fees (direct) | $99,913 |
| National Real Estate Advisors Llc | Investment management | $80,839 |
| Segal Company | Actuarial | $65,914 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $61,552 |
| Pnc Financial Services | Investment management, Custodial (securities), Custodial (other) | $35,145 |
| Allotta Farley & Co Llp | Legal | $24,803 |
| Yurchyk & Davis Cpa's, Inc. | Accounting | $17,900 |
| Bridgeway Benefit Technologies | Recordkeeping | $9,280 |