I B E W Local 673 Pension Plan
Sponsored by Trustees Of Plan I B E W Local 673 Pension Plan · EIN 346661994 · Plan #001
- Total assets
- $84.9M
- Net assets
- $84.8M
- Active participants
- 157
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 93% | 2024 |
| Newport Investment Advisors Inc CRD 113175 | fuzzy_auto · 94% | 2024 |
| Ancora Advisors Llc CRD 124674 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Solxsys Administrative Solutionsllc | Contract administrator | $137,480 |
| Manning And Napier Advisors | Investment management | $136,583 |
| Newport Investments | Investment management | $113,110 |
| Ancora Advisors | Investment management | $90,243 |
| United Actuarial Services Inc | Actuarial | $52,200 |
| Ubs Financial Services | Investment advisory (plan) | $50,000 |
| Gallovic, Granito, & Co Ltd | Accounting | $35,090 |
| Fifth Third Bank | Trustee (institutional) | $28,286 |
| Macala & Piatta, L.L.C. | Legal | $21,303 |
| Pension Benefit Guaranty Corp | Insurance services | $21,090 |
| Todd Associates Inc | Insurance services | $10,426 |
| National Real Estate Advisors | Investment management | $10,051 |
| Ibew 673 Fringe Benefits Funds Inc | Contract administrator | $9,583 |
| Boyd Watterson Asset Management Llc | Investment management | $7,475 |
| Invesco Trust Company | Investment management, Other insurance wrap fees | $0 |