AUMdb

Ibew Local 332 Pension Plan Part B

Sponsored by Board Of Trustees, Ibew Local 332 Pension Plan Part B · EIN 516105118 · Plan #005

Total assets
$886M
Net assets
$885M
Active participants
2,150
With balances
3,981

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
United Administrative Services Contract administrator, Direct payment from the plan $315,914
Nwps Recordkeeping, Direct payment from the plan $224,880
Ferguson Wellman Investment management, Investment management fees (direct) $204,293
Matrix Trust Company Trustee (institutional), Investment management fees (direct) $112,636
Wells Fargo Advisors Investment advisory (participants), Direct payment from the plan $69,000
Smart Source Critical Communication Copying and duplicating, Direct payment from the plan $60,501
Kraw Law Group Legal, Direct payment from the plan $48,216
Eide Bailly Llp Accounting, Direct payment from the plan $47,943
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $30,000