Ibew Local No. 229 Pension Fund
Sponsored by Ibew Local No. 229 Pension Fund · EIN 236399737 · Plan #001
- Total assets
- $45.4M
- Net assets
- $45.3M
- Active participants
- 228
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pf Advisors, Llc CRD 277156 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pfm Advisors | Investment advisory (plan), Investment management fees (direct) | $137,705 |
| Odonoghue & Odonoghue | Legal, Direct payment from the plan | $46,950 |
| Lawrence C Musgove Assoc | Contract administrator, Direct payment from the plan | $40,194 |
| Conrad Sigel Actuaries | Actuarial, Direct payment from the plan | $26,370 |
| Wilmington Trust Corporation | Custodial (securities), Float revenue, Investment management fees (direct) | $23,844 |
| Fischer Dorwart Pc | Accounting, Direct payment from the plan | $8,500 |
| Fox Rothschild | Legal, Direct payment from the plan | $5,546 |