AUMdb

I.B.E.W. Local Union 481 Defined Contribution Plan

Sponsored by Ibew Local Union 481 Defined Contribution · EIN 351501496 · Plan #003

Total assets
$296M
Net assets
$295M
Active participants
3,110
With balances
3,320

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Retirement Plan Servic Recordkeeping, Direct payment from the plan $214,503
Morgan Stanley Smith Barney Llc Investment advisory (plan), Direct payment from the plan $75,000
David Ray Plan administrator, Direct payment from the plan $72,055
Ledbetter Partners, Llc Legal, Direct payment from the plan $39,560
Legacy Professionals Llp Accounting, Recordkeeping, Direct payment from the plan $36,862