I.B.E.W. Local #910 Pension Fund
Sponsored by Trustees Of The I.B.E.W. Local 910 Pension Fund · EIN 166149240 · Plan #001 · Watertown, NY
- Total assets
- $80.5M
- Net assets
- $80.4M
- Active participants
- 334
- 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 · 93% | 2024 |
| Seizert Capital Partners, Llc CRD 108954 | deterministic · 100% | 2024 |
| Wedgewood Partners, Inc. CRD 21923 | deterministic · 100% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mark Capone | Employee (plan) | $130,859 |
| Manning & Napier | Investment management | $121,685 |
| Melinda Clement | Employee (plan) | $89,315 |
| Seizert Capital Partners Llc | Investment management | $72,169 |
| Wedgewood Partners Inc | Investment management | $66,132 |
| National Real Estate Advisors Llc | Investment management | $60,072 |
| Hightower Advisors Morgia Grp | Investment advisory (plan) | $57,250 |
| Bolton Partners Northeast Inc | Actuarial | $47,400 |
| Sheri Edmunds | Employee (plan) | $38,949 |
| C.S. Mckee Lp | Investment management | $38,183 |
| Community Bank Na | Custodial (securities) | $35,533 |
| Blitman & King Llp | Legal | $28,011 |
| D'arcangelo & Co., Llp | Accounting | $28,000 |
| Stackel & Navarra Cpa Pc | Accounting | $12,500 |
| Accuityware Llc | Other services | $10,681 |