AUMdb

Ibew Local No. 236 Pension Plan

Sponsored by Ibew Local No. 236 Pension Plan · EIN 141490934 · Plan #001

Total assets
$434M
Net assets
$433M
Active participants
1,135
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
Sei Investment Management Corp. Contract administrator, Custodial (securities) $1,037,051
Key Bank National Association Custodial (securities), Shareholder servicing fees $194,878
Zenith American Solutions Plan administrator $186,000
Slevin & Hart, P.C. Legal $134,543
Bolton Partners Northeast Inc. Actuarial $107,588
Teal, Becker & Chiaramonte, Cpas, P Accounting $36,000
Novak Francella Llc Accounting $11,739
Blitman & King Llp Legal $6,065