Ibew 648 Pension Plan
Sponsored by Ibew 648 Pension Plan · EIN 316134845 · Plan #001
- Total assets
- $90.0M
- Net assets
- $90.0M
- Active participants
- 456
- With balances
- 0
Plan year beginning 03/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Brandywine Global Investment Management, Llc CRD 110783 | fuzzy_auto · 97% | 2024 |
| Standard Valuations Inc CRD 112413 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| Zacks Investment Management, Inc. CRD 110897 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adams Street Investment | Investment advisory (plan), Investment management, Direct payment from the plan | $53,020 |
| Cuni, Rust & Strenk | Actuarial, Direct payment from the plan | $49,500 |
| Newtower Trust Company | Trustee (institutional) | $41,108 |
| Clark, Schaefer, Hackett & Co. | Accounting, Direct payment from the plan | $38,895 |
| Asb Capital Management | Investment management, Direct payment from the plan | $38,663 |
| Empower Trust Company Llc | Trustee (institutional) | $37,852 |
| American Benefit Corporation | Contract administrator, Direct payment from the plan | $37,049 |
| Ledbetter, Parisi, Llc | Legal, Direct payment from the plan | $36,707 |
| Brandywine Global Investment Mgmt | Investment management, Direct payment from the plan | $33,163 |
| Nuveen, Llc | Investment management, Direct payment from the plan | $28,408 |
| Standard Valuations, Inc. | Investment advisory (plan), Direct payment from the plan | $24,750 |
| Segall Bryant & Hamill Llc | Investment management, Direct payment from the plan | $23,540 |
| Segal Select Insurance Services Inc | Insurance services, Direct payment from the plan | $23,051 |
| Pnc Bank National Association | Custodial (securities), Direct payment from the plan | $21,681 |
| Zacks Investment Management | Investment management, Direct payment from the plan | $15,478 |
| National Investment Services | Investment management, Direct payment from the plan | $13,581 |
| Boyd Watterson Asset Management Llc | Investment management, Direct payment from the plan | $8,143 |