Ibew Local Union No. 126 Retirement Plan
Sponsored by Trustees Of Ibew Local Union No. 126 Retirement Plan · EIN 232156093 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.0B
- Active participants
- 6,529
- With balances
- 6,762
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $761,826 |
| Ibew Local Union No. 126 | Plan administrator, Investment management fees (direct) | $234,085 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $42,558 |
| Fox Rothschild, Llp | Legal, Direct payment from the plan | $36,655 |
| Morgan Stanley Graystone | Investment management, Investment management fees (direct) | $20,000 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $19,942 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |