Local No. 8 Ibew Retirement Plan & Trust
Sponsored by Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust · EIN 346596899 · Plan #001
- Total assets
- $671M
- Net assets
- $650M
- Active participants
- 2,619
- With balances
- 2,945
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 98% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Metropolitan West Asset Management Llc CRD 104571 | deterministic · 100% | 2024 |
| River Road Asset Management, Llc CRD 134918 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Investment management fees (direct), Consulting (pension) | $352,159 |
| Nwo Electrical Admin. Inc. | Direct payment from the plan, Consulting (general) | $335,407 |
| Blackstone Investment Management | Investment management, Investment management fees (direct) | $314,163 |
| Columbia Management Investment Advi | Investment management fees (direct), Investment management, Investment advisory (plan) | $290,067 |
| Wedge Capital Management Llp | Investment management fees (direct), Investment management, Soft dollars commissions | $233,429 |
| Metropolitan West Asset Management | Investment management fees (direct), Investment management, Consulting (pension) | $219,441 |
| Empower Annuity Ins Co. Of America | Recordkeeping fees | $205,053 |
| New Tower Trust Company | Investment management, Investment management fees (indirect) | $200,365 |
| River Road Asset Management, Llc | Investment management fees (direct), Investment management | $186,659 |
| Parametric Portfolio Associates | Investment management, Investment management fees (direct) | $185,724 |
| Shumaker, Loop & Kendrick, Llp | Legal, Direct payment from the plan | $37,298 |
| Mspc Cpas & Advisors, P.C. | Accounting, Direct payment from the plan | $29,279 |
| Innovative Software Solutions, Inc | Direct payment from the plan, Other services | $20,788 |
| Segal Marco Advisors | Direct payment from the plan, Investment management fees (direct), Recordkeeping fees | $9,375 |
| Massachusetts Mutual Life Ins. Co. | Float revenue, Soft dollars commissions, Investment management fees (indirect) | $0 |
| Janus Henderson | Investment management fees (indirect) | $0 |
| American Funds | Investment management fees (indirect) | $0 |
| Blackrock | Investment management fees (indirect) | $0 |
| Chevy Chase Trust | Investment management fees (indirect) | $0 |
| Mfs Investment Management | Investment management fees (indirect) | $0 |
| Wcm Investment Management | Investment management fees (indirect) | $0 |
| Baird Funds | Investment management fees (indirect) | $0 |
| Wilmington Trust | Investment management fees (indirect) | $0 |
| Metropolitan West Asset Management | Investment management fees (indirect) | $0 |
| Pimco | Investment management fees (indirect) | $0 |
| Rbc Global Asset Management | Investment management fees (indirect) | $0 |
| Vanguard | Investment management fees (indirect) | $0 |