Ibew Local Union No. 60 401(k) Plan
Sponsored by Ibew Local Union No. 60 401(k) Plan · EIN 316632806 · Plan #001
- Total assets
- $73.2M
- Net assets
- $71.8M
- Active participants
- 4,460
- With balances
- 4,192
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Contract administrator, Recordkeeping, Direct payment from the plan | $159,618 |
| Harper & Pearson Company Pc | Accounting, Legal | $89,609 |
| Ubs Financial Services Inc | Investment advisory (plan) | $71,129 |
| Southwest Service | Contract administrator, Plan administrator | $42,273 |
| Conner & Winters, Llp | Legal | $27,469 |
| Segal Select Insurance Inc | Other fees | $9,068 |
| Letterstream Inc | Contract administrator | $8,263 |