Ibew Local Union 573 Profit Sharing Plan And Trust
Sponsored by Profit Sharing Plan And Trust Ibew No. 573 Pension Trust Fund · EIN 341667617 · Plan #002
- Total assets
- $29.5M
- Net assets
- $29.4M
- Active participants
- 289
- With balances
- 1,059
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Marco Advisors | Consulting (general) | $56,297 |
| Yurchyk & Davis Cpa's, Inc | Accounting | $21,033 |
| Benesys, Inc | Contract administrator, Recordkeeping fees, Copying and duplicating | $15,896 |
| National Real Estate Advisors, Llc | Investment management, Investment management fees (direct) | $11,310 |
| Macalla & Piatt, Llc | Legal | $7,030 |
| Newtower Trust Company | Investment management, Investment management fees (direct) | $4,490 |