Ibew Local No. 607 Annuity Fund
Sponsored by Trustees Of The Ibew Local No. 607 Annuity Fund · EIN 232339624 · Plan #002
- Total assets
- $40.1M
- Net assets
- $40.1M
- Active participants
- 161
- With balances
- 216
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Captrust Financial Partners, Llc | Investment advisory (plan), Investment management fees (direct) | $45,021 |
| John Hancock Retirement Plan | Custodial (securities), Recordkeeping, Direct payment from the plan | $27,559 |
| Fabian & Byrn | Contract administrator, Direct payment from the plan | $25,582 |
| Meyer Unkovic & Scott, Llp | Legal, Direct payment from the plan | $17,073 |
| Fischer Dorwart, Pc | Accounting, Direct payment from the plan | $8,950 |
| Kang, Haggerty & Fetbroyt, Llc | Legal, Direct payment from the plan | $8,739 |