AUMdb

I.B.E.W. Local Union # 654 Defined Contribution Plan

Sponsored by Ibew Lu # 654 Pension Fund Trustees · EIN 236538183 · Plan #002

Total assets
$157M
Net assets
$157M
Active participants
401
With balances
614

Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account

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
Empower Annuity Insurance Company Plan administrator, Direct payment from the plan, Sub-transfer agency fees $100,042
Frank M Vaccaro & Associates Contract administrator, Other services $37,637
Graystone Consulting Investment advisory (plan), Direct payment from the plan $26,000
Novak Francella Llc Accounting $25,887