Ibew Local 43 & Electrical Contractors Pension Fund
Sponsored by Ibew Local 43 & Electrical Contractors Pension Fund · EIN 166153389 · Plan #001
- Total assets
- $271M
- Net assets
- $271M
- Active participants
- 925
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 97% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Stacey Braun Associates Inc CRD 105056 | fuzzy_auto · 99% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Manning & Napier Advisors Llc | Investment management, Investment management fees (direct) | $165,042 |
| Ullico Investment Advisors Inc | Investment management, Investment management fees (direct) | $131,500 |
| The Segal Company | Direct payment from the plan, Actuarial | $116,984 |
| Joseph W. Mccarthy And Associates | Accounting, Direct payment from the plan | $107,399 |
| Stacy Braun Associates | Investment management, Investment management fees (direct), Soft dollars commissions | $107,157 |
| Mesirow Financial | Investment management, Investment management fees (direct) | $72,294 |
| National Real Estate Advisors | Investment management, Investment management fees (direct) | $68,034 |
| Blitman & King | Direct payment from the plan, Legal | $63,445 |
| Marco Consulting Group, Inc | Investment advisory (plan), Direct payment from the plan | $55,000 |
| Asb Capital Management | Investment management, Investment management fees (direct) | $50,811 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $45,600 |
| Loomis Sayles Trust Co. | Investment management, Investment management fees (direct) | $19,892 |
| Us Bank | Direct payment from the plan, Custodial (securities) | $17,465 |
| Crescent Capital High Income Fund B | Investment management, Investment management fees (direct) | $14,199 |