AUMdb

Ibew Local 13 Retirement Plan

Sponsored by Ibew Local No. 13 & Southeast Iowa Div.Of Neca Joint Board Of Trustee · EIN 421123177 · Plan #001

Total assets
$59.5M
Net assets
$59.4M
Active participants
327
With balances
396

Plan year beginning 06/01/2024 · Money purchase, Total participant-directed account, ERISA 404(c) participant-directed

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
Empower Annuity Insurance Company Recordkeeping fees $45,004
Blake & Uhlig Legal $28,597
Deboer & Associates, Pc Accounting $20,130
Noridian Benefits Plan Administrato Contract administrator $13,616
Investment Consulting Group, Inc. Investment advisory (plan) $13,000
Wilson Mcshane Corp Contract administrator $8,855