Ibew Local 269 Pension Plan
Sponsored by Ibew Local 269 Pension Fund · EIN 237301491 · Plan #001
- Total assets
- $220M
- Net assets
- $220M
- Active participants
- 858
- 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 |
|---|---|---|
| Wcm Investment Management, Llc CRD 104702 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Copeland Capital Management, Llc CRD 135822 | deterministic · 100% | 2024 |
| Voya Investments, Llc CRD 111091 | deterministic · 100% | 2024 |
| Pf Advisors, Llc CRD 277156 | fuzzy_auto · 100% | 2024 |
| Allspring Global Investments, Llc CRD 104973 | deterministic · 100% | 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 | $330,025 |
| Wachovia Bank Na | Investment management, Investment management fees (direct) | $270,157 |
| Wcm Investment Management | Investment management, Investment management fees (direct) | $100,366 |
| Western Asset Management | Investment advisory (plan), Investment management fees (direct) | $97,682 |
| Lazard Asset Management Llc | Investment advisory (plan), Investment management fees (direct) | $95,189 |
| Copeland Capital Management, Llc | Investment management, Investment management fees (direct) | $87,804 |
| Voya Investments | Investment management, Investment management fees (direct) | $76,781 |
| Baird Funds Inc. C/O U.S. Bancorp | Investment management, Investment management fees (direct) | $67,446 |
| Mept Newtower Trust | Investment advisory (plan), Investment management fees (direct) | $48,439 |
| Bentall Green Oak | Investment management, Investment management fees (direct) | $47,277 |
| Mspc Certified Public Accountants | Accounting, Direct payment from the plan | $37,669 |
| Pellettieri, Rabstein & Altman | Legal, Direct payment from the plan | $30,871 |
| Pfm Advisors | Investment advisory (plan), Investment management fees (direct) | $30,000 |
| Vanguard Institution Investor Servi | Investment advisory (plan), Investment management fees (direct) | $25,508 |
| The Mckeogh Company | Actuarial, Direct payment from the plan | $24,250 |
| Vanguard | Investment management, Investment management fees (direct) | $13,077 |
| Allspring Global Investments Llc | Investment management, Investment management fees (direct) | $9,934 |