AUMdb

Ibew Local 480 Pension Plan

Sponsored by Neca Ibew Local 480 Pension Plan Board Of Trustees · EIN 646153349 · Plan #001

Total assets
$123M
Net assets
$123M
Active participants
584
With balances
1,167

Plan year beginning 07/01/2024 · Money purchase, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Direct payment from the plan, Recordkeeping fees $78,664
Usi Consulting Group, Inc. Consulting (pension), Investment advisory (plan), Direct payment from the plan $37,850
Tann, Brown & Russ Co., Pllc Accounting, Direct payment from the plan $35,800
Ibew Local 480 Health Welfare Plan Contract administrator, Direct payment from the plan $29,744
Maxey Wann, Pllc Legal, Direct payment from the plan $20,703
American Benefit Corporation Recordkeeping, Direct payment from the plan $20,363
Union Insurance Group Insurance services, Direct payment from the plan $12,157
Empower Advisory Group, Llc Investment management, Direct payment from the plan $9,721
Ibew Local 480 Direct payment from the plan, Other fees $6,000