AUMdb

Ibew Local 575 Pension Fund

Sponsored by Joint Board Of Trustees Of Ibew Local 575 Pension Fund · EIN 621059603 · Plan #001

Total assets
$112M
Net assets
$110M
Active participants
893
With balances
774

Plan year beginning 01/01/2024 · Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Atlanta Consulting Group Advisors, Llc CRD 288169 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Atlanta Consulting Group Investment advisory (plan), Direct payment from the plan $96,982
The Vanguard Group, Inc. Recordkeeping, Participant communication, Other fees $77,294
American Benefit Corporation Contract administrator, Direct payment from the plan $72,449
Gray, Griffith & Mays, A.C. Accounting, Direct payment from the plan $13,000
John F. Dascoli Legal, Direct payment from the plan $10,602
Harris, Hardin & Company, A.C. Accounting, Direct payment from the plan $6,987