Ibew Local 1049 Craft Annuity Fund
Sponsored by Board Of Trustees Ibew Local 1049 · EIN 113051862 · Plan #001
- Total assets
- $349M
- Net assets
- $349M
- Active participants
- 3,321
- With balances
- 3,362
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| First Financial Services, Llc CRD 329276 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ibew Local 1049 Health & Welfare Fd | Recordkeeping, Copying and duplicating, Participant communication | $172,751 |
| First Financial Services | Investment management | $165,285 |
| Holm & Ohara, Llp | Legal | $30,955 |
| Gould, Kobrick, & Schlapp, P.C. | Accounting | $19,500 |
| Kobgo Associates, Inc | Employee (plan) | $11,574 |
| Syntonic Systems, Inc. | Recordkeeping | $7,800 |
| Stephen Friedman | Consulting (general) | $6,000 |