I.B.E.W. Local 246 Retirement Plan
Sponsored by I.B.E.W. Local 246 Retirement Plan Board Of Trustees · EIN 341302212 · Plan #003
- Total assets
- $29.2M
- Net assets
- $29.2M
- Active participants
- 263
- With balances
- 792
Plan year beginning 06/01/2024 · Profit-sharing
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 · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Manning And Napier Advisors,Llc | Investment management fees (direct), Investment management | $148,918 |
| The Horton Group | Consulting (general), Insurance services, Direct payment from the plan | $21,469 |
| Benesys | Plan administrator, Direct payment from the plan | $20,158 |
| Dgperry | Accounting, Direct payment from the plan | $16,500 |
| Macala & Piatt Llc | Legal, Direct payment from the plan | $16,281 |
| Fifth Third Bank | Custodial (securities), Investment management fees (indirect), Investment management | $13,275 |