Ibew Local Union No. 915 Pension Annuity Fund
Sponsored by Ibew Local No. 915 Pension Annuity Fund · EIN 596518568 · Plan #001
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 1,919
- With balances
- 1,919
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 |
|---|---|---|
| Marshfield Associates, Inc. CRD 150614 | deterministic · 100% | 2024 |
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marshfield Associates | Investment management, Investment management fees (direct) | $57,324 |
| Southern Benefit Administrators Inc | Contract administrator, Direct payment from the plan | $43,930 |
| Standard Valuations | Investment advisory (plan), Direct payment from the plan | $28,000 |
| Venable Law Firm | Legal, Direct payment from the plan | $20,299 |
| Ziegler Capital Management | Investment management, Investment management fees (direct), Securities brokerage commissions | $19,171 |
| Steven D Eisenberg Cpa,Pa | Accounting, Direct payment from the plan | $16,872 |
| Union Bank & Trust | Custodial (securities), Investment management fees (indirect) | $9,186 |