Electrical Workers Pension Fund Part B
Sponsored by Board Of Trustees Electrical Workers Pension Fund Part B · EIN 416052631 · Plan #004
- Total assets
- $190M
- Net assets
- $190M
- Active participants
- 480
- With balances
- 938
Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping | $98,888 |
| Transamerica Retirement Solutions | Custodial (securities), Investment management, Shareholder servicing fees | $42,771 |
| Matrix Trust Company | Custodial (securities), Shareholder servicing fees, Sub-transfer agency fees | $20,010 |
| Sageview Advisory Group | Investment advisory (participants) | $17,760 |
| Legacy Professionals Llp | Accounting | $16,476 |
| Wilson Mcshane Corporation | Contract administrator, Recordkeeping, Copying and duplicating | $8,499 |