Joint Annuity Fund Local 164 Ibew
Sponsored by Joint Annuity Fund Local 164 Ibew · EIN 226031200 · Plan #002
- Total assets
- $925M
- Net assets
- $925M
- Active participants
- 3,027
- With balances
- 3,775
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mpc Capital Advisors, Llc CRD 153586 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Custodial (securities), Claims processing | $1,018,200 |
| Prudential Retirement Ins & Ann Co. | Recordkeeping, Custodial (securities), Claims processing | $440,665 |
| Fabian & Byrn, Llc | Plan administrator, Direct payment from the plan | $151,679 |
| Mpc Capital Advisors, Llc | Investment management, Investment management fees (direct) | $134,443 |
| Mspc Certified Public Accountants | Accounting, Direct payment from the plan | $72,400 |
| Zazzali Fagella | Legal, Direct payment from the plan | $18,435 |