AUMdb

Ibew Local No. 117 Pension Fund

Sponsored by Trustees Of Ibew Local No. 117 Pension Fund · EIN 366474808 · Plan #001

Total assets
$253M
Net assets
$252M
Active participants
464
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
Dolan Mceniry Capital Management Llc CRD 108658 deterministic · 100% 2024
American Realty Advisors, Llc CRD 107965 deterministic · 100% 2024
Meketa Investment Group Inc CRD 110601 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ss&C Alps Investment management $154,028
Meketa Investment Group Consulting (pension), Investment advisory (plan) $105,000
Tic International Corporation Claims processing, Contract administrator $73,316
Milliman Actuarial $69,045
Dolan, Mceniry Capital Management Investment advisory (plan), Investment management $67,476
Greenburg Traurig, Llp Legal $39,232
American Realty Advisors Investment management, Investment management fees (direct) $32,879
Eric J. Fernandez & Co. Accounting $30,376
Pension Benefit Guaranty Corp. Insurance services $26,063
Richard J. Wolf And Co. Accounting $6,728
Calibre Cpa Group Accounting $6,364
Amalgamated Bank Of Chicago Custodial (securities) $0
Prudential (Jennison Associates) Investment advisory (plan), Investment management $0