The Everbrite, Llc Retirement Plan For Employees Represented By The Madison Ibew Local #965 Pension Plan
Sponsored by Everbrite, Llc · EIN 651164066 · Plan #003
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 76
- With balances
- 240
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $9,089 |
| Spectrum Investment Advisors Inc | Investment advisory (plan) | $6,166 |