Ibew Local 573 Pension Plan
Sponsored by Trustees Of Ibew Local No. 573 Pension Plan · EIN 346570323 · Plan #001
- Total assets
- $61.2M
- Net assets
- $61.2M
- Active participants
- 266
- 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 |
|---|---|---|
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Marco Advisors | Consulting (general) | $114,765 |
| Acrisure | Actuarial | $39,723 |
| Ullico Investment Advisors, Inc. | Investment management, Investment management fees (direct) | $34,909 |
| Benesys | Contract administrator, Recordkeeping fees, Recordkeeping | $33,374 |
| National Real Estate Advisors | Investment management, Investment management fees (direct) | $31,148 |
| Yurchyk & Davis Cpa's Inc | Accounting | $21,033 |
| Pbgc Premium | Other insurance fees and expenses | $18,019 |
| Pnc Bank | Trustee (institutional), Custodial (other) | $16,889 |
| International Foundation Of Ebp's | Other fees | $13,165 |
| New Tower Trust Company | Investment management, Investment management fees (direct) | $11,984 |
| Comerica | Custodial (securities), Investment management, Investment management fees (direct) | $11,575 |
| Macala & Piatt, Llc | Legal | $7,134 |