AUMdb

Ibew Local 466 Pension Plan

Sponsored by Joint Board Of Trustees Of Ibew Local 466 Pension · EIN 550708649 · Plan #001

Total assets
$146M
Net assets
$146M
Active participants
473
With balances
486

Plan year beginning 01/01/2024 · Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Standard Valuations Inc CRD 112413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
American Benefit Corporation Contract administrator $30,000
Standard Valuations Investment advisory (plan), Investment advisory (participants) $25,750
Peter L Smith Consulting (pension) $21,942
John Dascoli Pllc Legal $9,200
Frank N Hestand Cpa Psc Accounting $9,000
Empower Annuity Insurance Company Recordkeeping $8,941