Ibew Local 701 Pension Fund
Sponsored by Board Of Trustees, 701 Pension Fund · EIN 366455509 · Plan #001
- Total assets
- $528M
- Net assets
- $528M
- Active participants
- 1,101
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| J.P. Morgan Investment Management Inc. CRD 107038 | fuzzy_auto · 99% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| J.P. Morgan Investment Management I | Investment advisory (plan), Investment management | $213,416 |
| Abm Janitorial Services | Other services | $169,463 |
| The Segal Company (Midwest) Inc. | Actuarial | $123,249 |
| State Street Global Advisors | Investment management fees (direct), Custodial (securities) | $121,436 |
| Terry Musto | Employee (plan) | $120,944 |
| Brian Benson | Employee (plan) | $103,162 |
| Asb Capital Management | Investment management | $98,508 |
| National Investment Services | Investment management | $92,210 |
| Fidelity Institutional Asset Mgmt | Investment management fees (direct) | $79,352 |
| Matthew Banks | Employee (plan) | $75,329 |
| Bridgeway Benefit Technologies | Other fees | $57,741 |
| Bmo Harris Bank | Custodial (securities) | $54,965 |
| Marquette And Associates | Recordkeeping | $46,020 |
| Diana Sabal | Employee (plan) | $43,977 |
| Sarah Garlinger | Employee (plan) | $43,807 |
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct) | $43,762 |
| Cheryl Martinez | Employee (plan) | $42,646 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $36,396 |
| Arnold & Kadjan | Legal | $32,806 |
| Calibre Cpa Group, Pllc | Accounting | $32,250 |
| Candice Danel | Employee (plan) | $25,273 |
| Legacy Profssionals Llp | Accounting | $18,238 |
| Lasalle Consulting Partners | Other services | $15,718 |
| Richard J. Wolf & Co. | Accounting | $13,853 |
| Eric J. Fernandez & Co | Accounting | $10,950 |
| Greenberg Traurig, Llp | Legal | $5,950 |
| Hunt Insurance Agency, Inc. | Insurance brokerage commissions | $0 |