Local 863 Ibt Retirement Savings Plan
Sponsored by Board Of Trustees, Ibt Local 863 · EIN 208919589 · Plan #001
- Total assets
- $94.6M
- Net assets
- $94.6M
- Active participants
- 2,764
- With balances
- 3,673
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Janney Montgomery Scott Llc | Investment management, Direct payment from the plan | $340,293 |
| Statewide Health Data System | Recordkeeping, Direct payment from the plan | $91,235 |
| Bederson Llp | Accounting, Direct payment from the plan | $52,900 |
| Usi Consulting Group | Recordkeeping, Direct payment from the plan | $20,000 |
| Comerica | Investment management, Direct payment from the plan | $7,529 |
| Dvc Consulting | Consulting (general), Direct payment from the plan | $6,200 |
| Kenneth Nowak | Consulting (general), Direct payment from the plan | $6,000 |