Local Union 400 Ibew Joint Annuity Plan
Sponsored by Trustees Of Local 400 Ibew Joint Annuity Fund · EIN 222160644 · Plan #001
- Total assets
- $276M
- Net assets
- $276M
- Active participants
- 681
- With balances
- 1,432
Plan year beginning 04/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
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 | $168,757 |
| Mspc Certified Public Accountants | Accounting, Direct payment from the plan | $41,723 |
| O'brien, Belland & Bushinsky Llc | Legal, Direct payment from the plan | $21,937 |
| Morgan Stanley Graystone | Investment advisory (plan), Investment management fees (direct) | $17,500 |
| Lindabury, Mccormick, Estabrook | Legal, Direct payment from the plan | $6,570 |
| Empower Annuity Insurance Company | Recordkeeping fees, Investment management fees (direct), Investment advisory (plan) | $5,836 |