AUMdb

International Brotherhood Of Electrical Workers Local No 725 Supplemental Pension Trust

Sponsored by Board Of Trustees, Ibew Local No. 725 · EIN 351860603 · Plan #001 · Indianapolis, IN

Total assets
$128M
Net assets
$128M
Active participants
1,478
With balances
1,343

Plan year beginning 06/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Standard Valuations Inc CRD 112413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Co Contract administrator, Recordkeeping, Custodial (securities) $90,933
Umr Contract administrator, Other services, Direct payment from the plan $38,479
Standard Valuations Investment advisory (plan), Direct payment from the plan $32,500
Ledbetter Partners Llc Legal, Direct payment from the plan $17,913
Legacy Professionals Llp Accounting, Direct payment from the plan $17,000