Electricians Annuity Plan Ibew Local 456
Sponsored by Electricians Annuity Fund Ibew Local 456 · EIN 222180156 · Plan #001
- Total assets
- $356M
- Net assets
- $355M
- Active participants
- 1,433
- With balances
- 1,954
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Capital Research And Management Company CRD 110885 | fuzzy_auto · 99% | 2024 |
| Cohen & Steers Capital Management, Inc. CRD 106266 | fuzzy_auto · 98% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ibew Local 456 Annuity Fund | Investment advisory (plan), Investment management fees (direct) | $518,853 |
| I.E. Shaffer & Co. | Contract administrator, Direct payment from the plan | $248,762 |
| Empower Annuity Insurance Company | Recordkeeping, Direct payment from the plan | $76,449 |
| Mspc Certified Public Accountants | Accounting, Direct payment from the plan | $39,965 |
| Ubs Financial Services | Custodial (securities), Investment management fees (direct) | $25,000 |
| Kroll Heineman | Legal, Direct payment from the plan | $17,094 |
| New Brunswick Electricians Club | Other services, Direct payment from the plan | $16,469 |
| Lindabury, Mccormick, Estabrook | Legal, Direct payment from the plan | $11,367 |
| Prudential Investment Management Sv | Investment management, Investment management fees (direct) | $0 |
| Principal Global Investors Llc | Investment management, Investment management fees (direct) | $0 |
| T. Rowe Price Associates, Inc. | Investment management, Investment management fees (direct) | $0 |
| Wellington Management Co Llp | Investment management, Investment management fees (direct) | $0 |
| Vanguard Group Inc | Investment management, Investment management fees (direct) | $0 |
| Capital Research & Management Co | Investment management, Investment management fees (direct) | $0 |
| Cohen & Steers Capital Management | Investment management, Investment management fees (direct) | $0 |
| Columbia Mgmt Investment Advisors | Investment management, Investment management fees (direct) | $0 |
| Delaware Management Company | Investment management, Investment management fees (direct) | $0 |
| Pacific Investment Management Co | Investment management, Investment management fees (direct) | $0 |