Ibew Local Union No 252 Def Contrib Plan 401 K Plan
Sponsored by Jt Board Trustees Ibew Local 252 · EIN 386323896 · Plan #002
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 1,284
- With balances
- 1,068
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Law Office Of Thomas D. Luczak Pllc | Legal | $178,136 |
| Rbc Wealth Management | Investment advisory (plan) | $92,836 |
| Adp | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $85,444 |
| Ann Arbor Benefits Administrators | Contract administrator | $47,576 |
| Polk And Associates, P.L.C. | Accounting | $33,300 |
| Conlin, Mckenney & Philbrick, P.C. | Legal | $0 |
| Adp Broker Dealer | Distribution (12b-1) fees, Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Adp Broker Dealer | Distribution (12b-1) fees, Shareholder servicing fees, Sub-transfer agency fees | $0 |