Ibew Local Union 269 Annuity Fund
Sponsored by Ibew Local Union 269 Annuity Fund · EIN 222393763 · Plan #002
- Total assets
- $298M
- Net assets
- $297M
- Active participants
- 989
- With balances
- 1,911
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 |
|---|---|---|
| Pf Advisors, Llc CRD 277156 | fuzzy_auto · 98% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Blackrock Fund Advisors CRD 105247 | deterministic · 100% | 2024 |
| New York Life Investment Management Llc CRD 109591 | deterministic · 100% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Allspring Funds Management, Llc CRD 110841 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Metropolitian Life Insurance Co | Insurance services, Direct payment from the plan | $241,743 |
| I.E. Shaffer | Contract administrator, Investment management fees (direct) | $197,466 |
| Empower Annuity Insurance Company | Recordkeeping fees, Investment management fees (direct) | $45,000 |
| Mspc Certified Public Accountants | Accounting, Direct payment from the plan | $41,099 |
| Pfm Advisors | Investment advisory (plan), Investment management fees (direct) | $30,000 |
| Pellettieri, Rabstein & Altman | Legal, Direct payment from the plan | $27,656 |
| Prudential Insurance Company Of Ame | Investment management fees (direct), Recordkeeping fees | $15,000 |
| Prudential Investment Management Sv | Investment management, Investment management fees (direct) | $0 |
| Dodge & Cox | Investment management, Investment management fees (direct) | $0 |
| Blackrock Fund Advisors | Investment management, Investment management fees (direct) | $0 |
| New York Life Investment Management | Investment management, Investment management fees (direct) | $0 |
| Principal Global Investors Llc | Investment management, Investment management fees (direct) | $0 |
| Wellington Management Company Llp | Investment management, Investment management fees (direct) | $0 |
| Vanguard Group Inc | Investment management, Investment management fees (direct) | $0 |
| Allspring Funds Management, Llc | Investment management, Investment management fees (direct) | $0 |