I.B.E.W. Local 456 Pension Plan
Sponsored by Ibew Joint Pension Fund Local 456 · EIN 226238995 · Plan #001
- Total assets
- $302M
- Net assets
- $300M
- Active participants
- 712
- 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 |
|---|---|---|
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 99% | 2024 |
| Kayne Anderson Rudnick Investment Management, Llc CRD 104599 | fuzzy_auto · 97% | 2024 |
| Blackstone Alternative Asset Management L.P. CRD 107580 | fuzzy_auto · 98% | 2024 |
| Diamond Hill Capital Management, Llc CRD 110638 | deterministic · 100% | 2024 |
| Richmond Capital Management Inc CRD 104636 | deterministic · 100% | 2024 |
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| I.E. Shaffer & Co. | Contract administrator, Direct payment from the plan | $382,006 |
| Ubs Financial Services | Custodial (securities), Investment management fees (direct) | $299,230 |
| Neuberger Berman, Llc | Investment management, Investment management fees (direct) | $206,960 |
| Kayne Anderson Rudnick Investment | Investment management, Investment management fees (direct) | $199,233 |
| Blackstone Alternative Asset Manage | Investment management, Investment management fees (direct) | $159,366 |
| Diamond Hill Capital Management Inc | Investment management, Investment management fees (direct) | $133,255 |
| Richmond Capital Management | Investment management, Investment management fees (direct) | $113,645 |
| Jp Morgan | Investment advisory (plan), Investment management, Investment management fees (direct) | $102,707 |
| Mspc Certified Public Accountants | Accounting, Direct payment from the plan | $54,732 |
| Bradford & Marzec | Investment management, Investment management fees (direct) | $52,507 |
| Manning And Napier Advisors, Llc | Investment management, Investment management fees (direct) | $44,439 |
| Kroll & Heineman | Legal, Direct payment from the plan | $34,001 |
| Summit Actuarial Services | Actuarial, Direct payment from the plan | $26,125 |
| Lindabury, Mccormick, Estabrook | Legal, Direct payment from the plan | $20,357 |
| New Brunswick Electricians Club | Other services, Direct payment from the plan | $16,469 |
| Invesco Investment Management Co | Investment management, Investment management fees (direct) | $8,996 |