AUMdb

Ibew Local No 461 Defined Contribution Pension Plan

Sponsored by Board Of Trustees Ibew Local No 461 Defined Contribution Pension · EIN 362882653 · Plan #001

Total assets
$172M
Net assets
$171M
Active participants
1,075
With balances
522

Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, ERISA 404(c) participant-directed

Linked investment advisers

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

Firm Match Plan year
Meketa Investment Group Inc CRD 110601 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Meketa Investment Group Consulting (pension), Investment advisory (plan) $75,000
Reinhart Boerner Van Deuren S.C. Legal $69,317
Tic International Consulting (pension) $39,439
Eric J. Fernandez & Co. Accounting $26,071
New York Life Trust Company Recordkeeping fees, Float revenue, Recordkeeping $12,058
Ibew Local 461 Contract administrator $9,713
Richard J. Wolf Co. Accounting $5,228
Frsecure Consulting (general) $5,000