Ibew Local Union No. 479 Pension Trust Fund
Sponsored by Trustees Of Ibew Local Union No 479 Pension Trust Fund · EIN 746183767 · Plan #001
- Total assets
- $162M
- Net assets
- $162M
- Active participants
- 642
- With balances
- 0
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hgk Trinity Street | Investment management, Direct payment from the plan | $74,519 |
| Fidelity Manage Trust | Investment management, Direct payment from the plan | $54,905 |
| Segal Marco | Investment management, Direct payment from the plan | $45,000 |
| Benefit Resources Inc | Recordkeeping, Contract administrator, Direct payment from the plan | $40,475 |
| The Segal Co. | Actuarial, Direct payment from the plan | $33,500 |
| Edwards And Leathers, P.C. | Accounting, Direct payment from the plan | $16,500 |