Ibew Local 1249 Pension Plan
Sponsored by Ibew Local 1249 Pension Fund Board Of Trustees · EIN 156035161 · Plan #001
- Total assets
- $665M
- Net assets
- $664M
- Active participants
- 3,156
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jp Morgan Chase Bank | Investment advisory (plan), Investment management, Trustee (discretionary) | $424,836 |
| Ryan Youngman | Plan administrator, Direct payment from the plan | $279,328 |
| Morgan Stanley Smith Barney Llc | Recordkeeping, Recordkeeping fees, Securities brokerage | $120,085 |
| Waycross Partners Llc | Direct payment from the plan, Investment management fees (indirect) | $111,902 |
| William Atherton | Employee (plan), Direct payment from the plan | $109,185 |
| Pronexus Llc | Other services, Direct payment from the plan | $97,168 |
| Vanessa Scharf | Employee (plan), Direct payment from the plan | $82,642 |
| Blitman & King | Legal, Direct payment from the plan | $76,319 |
| Cecy Wilson | Employee (plan), Direct payment from the plan | $71,265 |
| Diana Wozniak | Employee (plan), Direct payment from the plan | $69,193 |
| Amy Serwinowski | Employee (plan), Direct payment from the plan | $64,751 |
| Jessica Moskal | Employee (plan), Direct payment from the plan | $60,511 |
| Joseph Mccarthy | Direct payment from the plan, Accounting | $52,518 |
| O'sullivan Associates, Inc | Actuarial, Direct payment from the plan | $47,300 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $40,400 |
| Amber Williams | Employee (plan), Direct payment from the plan | $39,426 |
| Ivah Tsounis | Employee (plan), Direct payment from the plan | $11,539 |