I.B.E.W. Local Union No. 728 Annuity Fund
Sponsored by Trustees Of Ibew Local 728 Annuity Fund · EIN 592794330 · Plan #001
- Total assets
- $93.4M
- Net assets
- $93.3M
- Active participants
- 1,758
- With balances
- 1,440
Plan year beginning 01/01/2024 · Money purchase
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard | Recordkeeping, Shareholder servicing fees | $86,656 |
| National Employee Benefits Admin | Contract administrator, Copying and duplicating | $83,607 |
| Captrust | Investment advisory (plan) | $67,031 |
| Sugarman & Susskind | Legal | $36,224 |
| Legacy Professionals Llp | Accounting, Recordkeeping | $19,209 |
| Ibew Local 728 Union | Other services | $16,878 |
| Profund Solutions | Consulting (general) | $8,100 |