Ibew Local #972 Pension Plan And Trust
Sponsored by Joint Board Of Trustees Of The Ibew Local 972 Pension Fund · EIN 310964117 · Plan #001
- Total assets
- $89.8M
- Net assets
- $89.8M
- Active participants
- 597
- With balances
- 386
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Atlanta Consulting Group Advisors, Llc CRD 288169 | fuzzy_auto · 95% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $81,444 |
| Atlanta Consulting Group | Investment management, Direct payment from the plan | $51,406 |
| Gray Griffith And Mays Ac | Accounting, Direct payment from the plan | $38,841 |
| Whp | Legal, Direct payment from the plan | $25,775 |
| American Benefit Corporation | Investment management, Direct payment from the plan | $23,198 |
| Raymond James & Associates, Inc | Investment management, Direct payment from the plan | $17,242 |
| Ruble, Robert T | Investment management, Direct payment from the plan | $7,686 |
| Harris Hardin And Company Ac | Accounting, Direct payment from the plan | $5,195 |