AUMdb

Local 1430 I.B.E.W. Pension Fund

Sponsored by Board Of Trustees Of The Local 1430 I.B.E.W. Pension Fund · EIN 136367144 · Plan #001 · Armonk, NY

Total assets
$11.7M
Net assets
$11.6M
Active participants
36
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Employee $47,799
Mccarthy & Preece, Pllc Legal, Direct payment from the plan $18,000
Andrew Fair, Esq. Trustee (individual), Direct payment from the plan $18,000
Matthew Rocco Trustee (individual), Direct payment from the plan $18,000
Weaver & Tidwell Llp Accounting, Direct payment from the plan $15,000
Quan Vest Investment advisory (plan), Investment management fees (direct) $8,748
Summit Actuarial Services Actuarial, Direct payment from the plan $7,500
Lawrence S. Fischer, Cpa Accounting, Direct payment from the plan $7,350
Dylan Wiley Trustee (individual), Direct payment from the plan $6,000
Barnes, Iaccarino & Shepherd Llp Legal, Direct payment from the plan $5,400