International Brotherhood Of Electrical Workers Local Union 305 Pension Plan
Sponsored by Ibew Local Union 305 Pension Plan Board Of Trustees · EIN 350415460 · Plan #001
- Total assets
- $99.0M
- Net assets
- $99.0M
- Active participants
- 861
- With balances
- 967
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. Of Am | Recordkeeping fees | $91,643 |
| Empower Advisory Group, Llc | Investment management | $40,899 |
| Allotta, Farley Co., L.P.A. | Legal | $30,334 |
| Clark, Schaefer, Hackett & Co. | Accounting | $23,200 |
| Onedigital Investment Adivisors Llc | Investment advisory (plan) | $18,763 |
| Segal Select Insurance Inc. | Other fees | $18,431 |
| Julie Carpenter | Other fees | $5,400 |