Ibew Local Union No. 520 Annuity Plan
Sponsored by Board Of Trustees Of Ibew Local Union No. 520 Annuity Trust Fund · EIN 752072597 · Plan #001 · Albuquerque, NM
- Total assets
- $138M
- Net assets
- $138M
- Active participants
- 4,484
- With balances
- 4,683
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southwest Service Administrators | Contract administrator, Recordkeeping, Direct payment from the plan | $110,945 |
| Rbc Wealth Management | Investment advisory (plan), Direct payment from the plan | $75,000 |
| Conner & Winters, Lp | Legal, Direct payment from the plan | $33,939 |
| Edwards And Leathers | Accounting, Direct payment from the plan | $10,000 |
| Letterstream | Other fees | $6,050 |
| Empower Annuity Insurance Company | Recordkeeping fees, Recordkeeping, Investment management | $0 |