Local 840 Ibew Annuity Fund
Sponsored by Board Of Trustees Of Ibew Local 840 Annuity Fund · EIN 226477218 · Plan #002
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 536
- With balances
- 536
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Investment advisory (plan), Investment management fees (direct) | $86,572 |
| Ibew Local 840 Pension Fund | Other services, Direct payment from the plan | $81,594 |
| Bonadio & Co.,Llp | Accounting, Direct payment from the plan | $12,900 |
| Lifetime Benefit Solutions | Direct payment from the plan | $10,485 |
| Robert Pizzo | Legal | $6,930 |