I.B.E.W. Local 490 Pension Fund
Sponsored by Joint Board Of Trustees Of I.B.E.W. 490 Pension · EIN 026026500 · Plan #001
- Total assets
- $70.0M
- Net assets
- $69.9M
- Active participants
- 231
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ifm Investors (Us) Advisor, Llc CRD 146366 | fuzzy_auto · 96% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 96% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Dsf Advisors, Llc CRD 283411 | deterministic · 100% | 2024 |
| Brandywine Global Investment Management, Llc CRD 110783 | fuzzy_auto · 98% | 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 |
|---|---|---|
| James Lukeman | Employee (plan) | $125,566 |
| Ifm Investors Advisor Llc | Investment management, Investment management fees (direct) | $61,039 |
| Intercontinental Real Estate Invest | Investment management, Investment management fees (direct) | $45,142 |
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct) | $40,000 |
| Bolton Partners Northeast, Inc. | Actuarial, Direct payment from the plan | $35,900 |
| Mr. Microchip | Recordkeeping, Direct payment from the plan | $23,400 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $21,506 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Soft dollars commissions | $13,750 |
| Brandywine Global Investment Manage | Investment management, Investment management fees (direct) | $12,981 |
| Krakow, Souris, & Landry Llc | Legal, Direct payment from the plan | $10,750 |
| National Real Estate Advisors, Llc | Investment management, Investment management fees (direct) | $7,039 |
| Susan Nooney, Cpa Llc | Accounting, Direct payment from the plan | $5,021 |
| Dsf Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |