Ibew Local 840 Pension Fund
Sponsored by Ibew Local 840 Pension Fund Board Of Trustees · EIN 166075984 · Plan #001
- Total assets
- $32.0M
- Net assets
- $31.0M
- Active participants
- 139
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Institutional Consulting | Investment management, Investment management fees (direct) | $152,702 |
| Michael L. Davis | Employee (plan), Direct payment from the plan | $70,420 |
| Stephanie Kelly | Employee (plan), Direct payment from the plan | $70,104 |
| Bolton Partners Northeast, Inc. | Direct payment from the plan, Actuarial | $35,000 |
| Sharon Egure | Employee (plan), Direct payment from the plan | $33,575 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $31,480 |
| Kayne Anderson Core Real Estate, Lp | Investment management, Investment management fees (direct) | $30,976 |
| Intercontinental Real Estate Fund | Investment management, Investment management fees (direct) | $29,979 |
| Joseph Mccarthy | Accounting, Direct payment from the plan | $27,903 |
| Robert Pizzo | Legal, Direct payment from the plan | $10,131 |