Ibew Local 325 Annuity Fund
Sponsored by Ibew Local Union 325 · EIN 161368200 · Plan #002 · Binghamton, NY
- Total assets
- $42.0M
- Net assets
- $41.9M
- Active participants
- 389
- With balances
- 389
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 93% | 2024 |
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Manning & Napier | Investment management | $63,111 |
| Amalgamated Bank Of Chicago | Investment management | $23,933 |
| Principal | Custodial (securities) | $18,723 |
| Investment Performance Services, Ll | Investment advisory (plan) | $14,250 |
| D'arcangelo & Co., Llp | Accounting | $14,100 |
| Blitman & King | Legal | $11,816 |
| Segall Bryant & Hamill | Investment management | $7,960 |
| Bolton Parners Northeast, Inc. | Actuarial | $5,700 |