Iuoe Local 98 Pension Plan
Sponsored by Board Of Trustees Iuoe Local 98 Pension Plan · EIN 046127765 · Plan #001
- Total assets
- $215M
- Net assets
- $212M
- Active participants
- 648
- With balances
- 0
Plan year beginning 01/01/2024
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 Inc. | Investment advisory (plan), Direct payment from the plan | $130,200 |
| The Segal Co. (Eastern States) Inc. | Actuarial, Direct payment from the plan | $100,853 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $71,800 |
| Principal Trust Co. | Custodial (securities), Direct payment from the plan | $49,363 |
| Blitman & King Llp | Legal, Direct payment from the plan | $38,649 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management fees (direct) | $24,341 |