I.B.E.W Local 697 Defined Contribution Plan
Sponsored by Trustees Of I.B.E.W Local 697 Defined Contribution Plan · EIN 351773526 · Plan #002
- Total assets
- $433M
- Net assets
- $432M
- Active participants
- 925
- With balances
- 1,098
Plan year beginning 01/01/2024 · Money purchase, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group | Recordkeeping, Investment advisory (participants), Participant loan processing | $126,740 |
| Empower Advisory Group, Llc | Recordkeeping, Custodial (securities), Direct payment from the plan | $120,870 |
| P Keenan | Plan administrator, Direct payment from the plan | $69,429 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $32,742 |
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $30,000 |
| M Sczurko | Employee (plan), Direct payment from the plan | $29,028 |
| Hagberg & Associates | Legal, Direct payment from the plan | $25,188 |