Ibew Local Union No. 9 And Line Clearance Contract 401(k) Retirement Fund
Sponsored by Trustees Of Ibew Local Union No. 9 And Line Clearance Contractors 401( · EIN 366519755 · Plan #002
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 1,020
- With balances
- 2,003
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Investment management, Float revenue | $232,292 |
| Meketa Investment Group | Investment advisory (plan), Direct payment from the plan | $71,000 |
| Tic Midwest Admin Solutions | Contract administrator, Copying and duplicating, Other services | $43,568 |
| Chevy Chase Trust Company | Custodial (securities), Investment management, Investment management fees (direct) | $40,851 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $28,191 |
| Asher, Gittler & D'alba, Ltd. | Legal, Direct payment from the plan | $11,722 |
| Amalgamated Bank | Custodial (securities), Investment management, Investment management fees (direct) | $5,318 |