I.B.E.W. Local No. 704 401(k) Plan
Sponsored by Board Of Trustees Ibew Local 704 Retirement Income Plan · EIN 420328998 · Plan #002 · Moline, IL
- Total assets
- $48.2M
- Net assets
- $48.2M
- Active participants
- 180
- With balances
- 239
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 |
|---|---|---|
| Investment Consulting Group Inc CRD 106967 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Matrix Trust Company | Legal, Direct payment from the plan | $46,302 |
| Schuchat, Cook, & Werner | Legal, Direct payment from the plan | $19,915 |
| Investment Consulting Group, Inc. | Investment advisory (plan), Direct payment from the plan | $17,500 |
| Rj Lee & Associates L.C. | Investment advisory (plan), Other services, Direct payment from the plan | $15,492 |
| Calibre Cpa Group, Pllc | Accounting | $12,000 |