Ibew Local 38 401(k) Retirement Plan
Sponsored by Ibew Local 38 401(k) Retirement Plan · EIN 341619944 · Plan #001
- Total assets
- $168M
- Net assets
- $168M
- Active participants
- 2,194
- With balances
- 2,350
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $110,333 |
| Ibew Local 38 Fringe Benefit Fund | Other fees | $86,066 |
| Segal Marco Advisors | Consulting (general) | $40,000 |
| Allotta Farley Co., Lpa | Legal | $15,918 |
| Yurchyk & Davis Cpa's, Inc. | Accounting | $13,900 |