Pension Fund Local 96 Ibew
Sponsored by Board Of Trustees Pension Fund Local 96 Ibew · EIN 046295080 · Plan #001
- Total assets
- $68.8M
- Net assets
- $68.7M
- Active participants
- 305
- 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 |
|---|---|---|
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions, Inc. | Direct payment from the plan, Recordkeeping, Contract administrator | $61,026 |
| Segal Roitman | Legal, Direct payment from the plan | $43,879 |
| Dana Investment Advisors, Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $41,124 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $35,200 |
| The Angell Pension Group, Inc. | Actuarial, Direct payment from the plan | $30,569 |
| Comerica Bank | Custodial (securities), Direct payment from the plan, Other investment fees and expenses | $22,647 |
| Ullico Investment Advisors | Investment management, Investment management fees (direct) | $19,361 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $16,592 |
| Associated Aministrators | Direct payment from the plan, Recordkeeping, Contract administrator | $8,988 |
| Santander Bank | Recordkeeping, Direct payment from the plan | $6,077 |
| Intercontinental Real Estate Corp | Investment management, Investment management fees (indirect) | $0 |
| New Tower Trust Company | Trustee (institutional), Investment management, Investment management fees (indirect) | $0 |
| Goldpoint Partners Llc | Investment management, Investment management fees (indirect), Direct payment from the plan | $0 |