Ibew Local No. 86 Annuity Fund
Sponsored by Joint Annuity Committee Ibew Local No.86 Annuity Fund · EIN 166179118 · Plan #002
- Total assets
- $242M
- Net assets
- $242M
- Active participants
- 1,237
- With balances
- 1,521
Plan year beginning 04/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ibew Local No 86 Annuity Fund | Other fees | $273,588 |
| Empower Advisory Group, Llc | Investment management, Direct payment from the plan | $44,421 |
| Merrill Lynch | Consulting (general), Direct payment from the plan | $43,500 |
| Bonadio & Co., Llp | Direct payment from the plan | $34,129 |
| Harter Secrest & Emery, Llp | Legal, Direct payment from the plan | $29,871 |
| John Hancock Retirement Service | Custodial (securities), Float revenue, Recordkeeping fees | $20,373 |
| Benesys, Inc. | Other services, Direct payment from the plan | $8,996 |