Local 697 I.B.E.W. And Electrical Industry Pension Plan
Sponsored by Trustees Of Local 697 I.B.E.W. & Elect Industry Pension Fund · EIN 516133048 · Plan #001
- Total assets
- $246M
- Net assets
- $245M
- Active participants
- 911
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marquette Associates | Investment advisory (plan), Direct payment from the plan | $104,000 |
| Mk Cole | Employee (plan), Direct payment from the plan | $96,482 |
| P Keenan | Plan administrator, Direct payment from the plan | $69,429 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Other services | $57,855 |
| O'sullivan Associates | Actuarial, Direct payment from the plan | $47,195 |
| E Cortez | Employee (plan), Direct payment from the plan | $28,745 |
| Intac 697 Owners' Assoc Inc | Other services, Direct payment from the plan | $26,939 |
| Pnc Bank | Custodial (securities), Investment management fees (direct), Float revenue | $20,293 |
| Hagberg & Associates, Pc | Legal, Other services, Direct payment from the plan | $19,608 |