Ibew Local Union No. 98, Zone 2 Pension Trust Fund
Sponsored by Ibew Local Union 98 · EIN 236583334 · Plan #001
- Total assets
- $119M
- Net assets
- $118M
- Active participants
- 557
- 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 |
|---|---|---|
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cheiron, Inc | Actuarial, Direct payment from the plan | $98,226 |
| National Real Estate Advisors | Investment management, Investment management fees (direct) | $75,568 |
| Asb Capital Management, Inc. | Investment management, Investment management fees (direct) | $75,011 |
| Ullico Investment Advisors, Inc | Investment management, Investment management fees (direct) | $65,995 |
| Segal Marco Advisors | Investment management, Investment management fees (direct) | $50,000 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $42,516 |
| Cleary, Josem, & Trigianni Llp | Legal, Direct payment from the plan | $39,228 |
| Ibew Local 98 | Recordkeeping, Direct payment from the plan | $30,252 |
| Pnc Bank, National Association | Recordkeeping, Custodial (securities), Investment management fees (direct) | $18,946 |
| Kang, Haggerty & Fetbroyt, Llc | Legal, Direct payment from the plan | $17,275 |