Joint Pension Fund Local Union Ibew
Sponsored by Joint Pension Fund Local Union 164 Ibew · EIN 226031199 · Plan #001
- Total assets
- $599M
- Net assets
- $599M
- Active participants
- 1,746
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 99% | 2024 |
| Ramirez Asset Management, Inc. CRD 110637 | deterministic · 100% | 2024 |
| Mpc Capital Advisors, Llc CRD 153586 | deterministic · 100% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Congress Asset Management Company | Investment management, Investment management fees (direct) | $318,471 |
| Ramirez Asset Management | Investment management, Investment management fees (direct) | $237,902 |
| Fabian And Byrn, Llc | Plan administrator, Direct payment from the plan | $225,730 |
| Blackrock | Investment management, Investment management fees (direct) | $107,446 |
| Mpc Capital Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $88,159 |
| Mspc | Direct payment from the plan, Accounting | $72,366 |
| Summit Actuarial Services | Direct payment from the plan | $70,000 |
| National Real Estate Advisors, Llc | Investment management, Investment management fees (direct) | $66,183 |
| The Bank Of New York Mellon | Investment management, Investment management fees (direct) | $43,151 |
| Zazzali Fagella | Legal, Direct payment from the plan | $40,508 |
| Wilmington Trust, National Assoc. | Custodial (securities), Investment management fees (direct) | $38,575 |