Ibew Local 43 And Electrical Contractors Annuity F
Sponsored by Board Of Trustees Ibew Local 43 And Electrical Contractors · EIN 516052602 · Plan #001
- Total assets
- $249M
- Net assets
- $248M
- Active participants
- 1,640
- With balances
- 1,787
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ibew Local 43 Annuity Fund | Other fees | $465,954 |
| Empower Life & Annuity Insurance Co | Investment management fees (indirect), Direct payment from the plan | $418,755 |
| Empower Life & Annuity Insurance Co | Direct payment from the plan, Account maintenance fees, Investment management | $121,856 |
| Blitman & King | Legal, Direct payment from the plan | $42,332 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $34,250 |
| Joseph W. Mccarthy And Associates | Direct payment from the plan, Accounting | $30,627 |
| Pinnacle Investments, Inc. | Direct payment from the plan, Other services | $30,000 |
| Marco Consulting Group | Direct payment from the plan, Investment advisory (plan) | $28,000 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees, Direct payment from the plan | $600 |
| Exeter Trust Company | Trustee (institutional) | $0 |
| Manning & Napier Advisors Llc | Investment advisory (plan) | $0 |