Ibew Local No. 229 Annuity Fund
Sponsored by Ibew Local No. 229 Annuity Fund · EIN 251624277 · Plan #003
- Total assets
- $55.8M
- Net assets
- $55.8M
- Active participants
- 228
- With balances
- 369
Plan year beginning 06/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement | Custodial (securities), Recordkeeping, Direct payment from the plan | $87,173 |
| Cap Trust Financial Advisors | Investment advisory (plan), Investment management fees (direct) | $40,000 |
| Odononoghue & Odonoghue Llp | Legal, Direct payment from the plan | $34,187 |
| Lawrence C. Musgrove Associates | Contract administrator, Direct payment from the plan | $30,660 |
| Baratz & Associates | Accounting, Direct payment from the plan | $15,714 |
| Fischer Dorwart Pc | Accounting, Direct payment from the plan | $8,000 |