I.B.E.W. Local 300 Unit 1 Pension Plan
Sponsored by International Brotherhood Of Electrical Workers Local 300 Unit 1 · EIN 030275174 · Plan #001 · South Burlington, VT
- Total assets
- $38.8M
- Net assets
- $38.8M
- Active participants
- 184
- With balances
- 363
Plan year beginning 07/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services, Llc. | Investment advisory (participants), Investment advisory (plan), Investment management | $28,000 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan | $16,417 |
| Future Planning Associates | Contract administrator, Recordkeeping, Consulting (pension) | $15,223 |
| Manzi & Associates Llc | Accounting, Direct payment from the plan | $14,226 |
| Krakow & Souris | Legal, Direct payment from the plan | $9,000 |