Ibew Local No. 236 Annuity Plan
Sponsored by Ibew Local No. 236 Annuity Plan · EIN 518070174 · Plan #001
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 1,445
- With balances
- 2,126
Plan year beginning 07/01/2024 · Profit-sharing
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 |
|---|---|---|
| Sei Investment Management Corp. | Contract administrator, Custodial (securities) | $290,735 |
| Zenith American Solutions | Plan administrator | $162,000 |
| Slevin & Hart, P.C. | Legal | $80,953 |
| Key Bank National Association | Custodial (securities), Shareholder servicing fees | $59,438 |
| Teal, Becker & Chiaramonte, Cpas P. | Accounting | $34,000 |
| Novak Francella Llc | Accounting | $11,739 |