Ibew Local 129 Pension Fund Pension Plan
Sponsored by Ibew Union Local 129 · EIN 346701406 · Plan #001
- Total assets
- $123M
- Net assets
- $122M
- Active participants
- 314
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | fuzzy_auto · 96% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
| Newport Investment Advisors Inc CRD 113175 | deterministic · 100% | 2024 |
| Garcia Hamilton & Associates Lp CRD 108017 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Investment Advisors | Custodial (securities), Investment management, Investment management fees (indirect) | $113,337 |
| American Realty Advisors | Investment management, Real estate brokerage, Investment management fees (indirect) | $94,560 |
| Solxsys Administrative Solutions | Plan administrator, Direct payment from the plan | $80,520 |
| Ullico Investment Services | Custodial (securities), Investment management, Investment management fees (indirect) | $71,981 |
| Horizon Actuarial Services, Llc | Actuarial, Direct payment from the plan | $67,275 |
| Dgperry, Pllc | Accounting, Direct payment from the plan | $53,473 |
| Mariner Wealth Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $43,333 |
| Todd Associates, Inc. | Insurance agents and brokers, Insurance brokerage commissions | $31,657 |
| National Real Estate Advisors Llc | Investment management, Investment management fees (indirect), Real estate brokerage | $29,211 |
| Allotta Farley Co Lpa | Legal, Direct payment from the plan | $27,339 |
| Garcia Hamilton & Associates | Investment management, Investment management fees (indirect) | $19,944 |
| Key Bank National Association | Custodial (securities), Investment management, Investment management fees (indirect) | $16,533 |