AUMdb

Ibew Local 56 Pension Plan

Sponsored by Board Of Trustees Ibew Local 56 Pension Plan · EIN 256149244 · Plan #001

Total assets
$71.9M
Net assets
$71.8M
Active participants
225
With balances
0

Plan year beginning 05/01/2024

Linked investment advisers

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

Firm Match Plan year
Mariner Institutional, Llc CRD 111964 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Manning And Napier, Inc. Investment management, Investment management fees (direct) $173,987
Newtower Trust Company Investment management, Investment management fees (indirect) $53,064
Federated Equity Investment management, Investment management fees (direct) $44,514
Mariner Institutional, Llc Investment management, Investment management fees (direct) $35,800
Usi Consulting Group Legal $30,990
Pnc Bank Association Custodial (securities), Float revenue, Soft dollars commissions $21,956
Diclaudio & Kramer, Llc Accounting $16,138
Meyer, Unkovic & Scott Legal $8,785
Logan, Mettley & Newcomer Investment advisory (plan) $1,916