Ibew Local 684 Money Purchase Pension And Profit Sharing Plan
Sponsored by Board Of Trustees, Ibew Local 684 Money Purchase · EIN 946442909 · Plan #002
- Total assets
- $44.2M
- Net assets
- $44.2M
- Active participants
- 463
- With balances
- 473
Plan year beginning 04/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping fees, Account maintenance fees | $60,290 |
| Verus Advisory, Inc. | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $57,260 |
| Benesys, Inc. | Plan administrator | $29,067 |
| Miller Kaplan Arase Llp | Accounting | $20,922 |
| Matrix Trust Company | Custodial (securities), Float revenue | $9,485 |
| Neyhart, Anderson, Flynn & Grosboll | Legal | $8,155 |