Ibew Local 684 Pension Trust
Sponsored by Board Of Trustees, Ibew Local 684 Pension Trust · EIN 946442909 · Plan #001
- Total assets
- $80.2M
- Net assets
- $80.1M
- Active participants
- 438
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
| Aristotle Pacific Capital, Llc CRD 298050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Verus Advisory, Inc. | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $154,939 |
| Benesys, Inc. | Plan administrator | $98,003 |
| Northwest Pension Services | Actuarial | $51,100 |
| Asb Capital Management, Llc | Investment management | $44,538 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $32,794 |
| Pimco | Investment management | $31,072 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $26,840 |
| Washington Capital Management, Inc. | Investment management fees (direct) | $18,853 |
| Neyhart, Anderson, Flynn & Grosboll | Legal | $18,368 |
| Comerica Bank | Other investment fees and expenses, Custodial (securities) | $18,079 |
| U.S. Bank | Other services | $17,401 |
| Prudential Trust Co. | Investment management | $15,834 |
| Aristotle Pacific Capital, Llc | Investment management, Investment management fees (indirect) | $11,783 |
| Panagora Asset Management, Inc. | Investment management | $8,558 |