Ibew Local 1245 Money Purchase Pension Plan
Sponsored by Board Of Trustees Of Ibew 1245 Money Purchase Plan · EIN 946583240 · Plan #001
- Total assets
- $40.8M
- Net assets
- $40.8M
- Active participants
- 64
- With balances
- 3,852
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys Administrators | Contract administrator, Direct payment from the plan | $187,293 |
| Evart, Young & Hobbs Inv. Mgmt | Investment management, Direct payment from the plan | $61,586 |
| Alan Biller & Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $60,057 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $19,937 |
| Smart Source Llc | Copying and duplicating, Direct payment from the plan | $18,044 |
| William Blair & Company | Investment management, Direct payment from the plan | $16,773 |
| Asb Allegiance Real Estate Fund | Investment management, Direct payment from the plan | $16,712 |
| Neyhart, Anderson, Flynn & Grosboll | Legal, Direct payment from the plan | $10,615 |
| Us Bank N.A. | Other services, Direct payment from the plan | $5,034 |