Supplemental Pension/401(k) Plan To Ibew Lu1141 Retirement And 401(k) Plan
Sponsored by Ibew Lu 1141 Pension Trust · EIN 736109391 · Plan #002
- Total assets
- $189M
- Net assets
- $189M
- Active participants
- 1,944
- With balances
- 2,196
Plan year beginning 06/01/2024 · Money purchase, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Argent Retirement Plan Advisors, Llc CRD 165031 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Supplemental Penion 401(k) Plan | Contract administrator | $109,101 |
| Argent Retirement Plan Advisors Llc | Investment advisory (plan) | $90,466 |
| Capstone Retirement Services Llc | Contract administrator | $29,500 |
| Empower Advisory Group, Llc | Investment management | $25,675 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $500 |