Ibew Local 64 Profit Sharing Plan And Trust
Sponsored by Ibew Local 64 Profit Sharing Plan Joint Board Of Trustees · EIN 341290943 · Plan #003
- Total assets
- $49.8M
- Net assets
- $49.7M
- Active participants
- 448
- With balances
- 439
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping | $41,093 |
| Yurchyk & Davis Cpa's, Inc | Accounting | $22,130 |
| Mariner Institutional, Llc | Consulting (general) | $20,000 |
| Benesys, Inc. | Contract administrator | $14,958 |
| Matrix Trust Company | Custodial (securities) | $9,495 |
| Faulkner, Hoffman & Phillips, Llc | Legal | $7,851 |