I.B.E.W. Local #910 Annuity Fund
Sponsored by Trustees Of The I.B.E.W. Local 910 Annuity Fund · EIN 226447520 · Plan #002 · Watertown, NY
- Total assets
- $79.4M
- Net assets
- $79.4M
- Active participants
- 409
- With balances
- 813
Plan year beginning 07/01/2024 · 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 · 93% | 2024 |
| Seizert Capital Partners, Llc CRD 108954 | fuzzy_auto · 94% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Wedgewood Partners, Inc. CRD 21923 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| C.S. Mckee Lp | Investment management | $70,044 |
| Manning & Napier | Investment management | $69,764 |
| Seizert Capital Llp | Investment management | $63,418 |
| National Real Estate Advisors Llc | Investment management | $61,575 |
| Wedgewood Partners Inc | Investment management | $60,586 |
| Hightower Advisors Morgia Group | Investment advisory (plan) | $50,900 |
| Community Bank Na | Custodial (securities) | $34,507 |
| Blitman & King Llp | Legal | $22,286 |
| D'arcangelo & Co., Llp | Accounting | $20,000 |
| Stackel & Navarra Cpa Pc | Accounting | $10,800 |