I.B.E.W. Local No. 728 Pension Fund
Sponsored by Trustees Of I.B.E.W. Local No. 728 Pension Fund · EIN 596510428 · Plan #001
- Total assets
- $71.9M
- Net assets
- $71.8M
- Active participants
- 539
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust | Investment advisory (plan) | $135,232 |
| Neba | Contract administrator, Copying and duplicating | $121,876 |
| Boyd Watterson Asset Management Llc | Investment management, Soft dollars commissions, Float revenue | $87,537 |
| Sugarman And Susskind | Legal | $84,299 |
| Horizon Actuarial Services | Actuarial, Other services | $52,792 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $30,968 |
| Comerica | Custodial (securities), Other services, Shareholder servicing fees | $27,365 |
| Ibew Local 728 Union | Other services | $16,878 |
| J.P. Morgan Asset Management | Investment management | $14,609 |
| Profund Solutions Llc | Consulting (general) | $10,800 |
| Rhumbline Advisers Corp | Investment management | $9,976 |
| Truist Bank | Trustee (institutional) | $8,269 |