Pacificorp/Ibew Local 57 Retirement Trust Fund
Sponsored by Board Of Trustees Of The Pacificorp/Ibew Local 57 Retirement Trust Fun · EIN 870640888 · Plan #001
- Total assets
- $207M
- Net assets
- $207M
- Active participants
- 699
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys Administrators | Direct payment from the plan, Participant communication, Recordkeeping | $239,365 |
| Segal | Direct payment from the plan, Actuarial | $208,796 |
| Independent Fiduciary Services | Direct payment from the plan, Investment advisory (plan) | $105,541 |
| Asb Capital Management Llc | Investment management fees (direct), Securities brokerage, Investment management | $75,688 |
| Saltzman & Johnson Law Corp | Direct payment from the plan, Legal | $61,387 |
| Lsv Asset Management | Investment management fees (direct), Securities brokerage, Investment management | $59,770 |
| Haynie And Company | Direct payment from the plan, Accounting | $57,966 |
| Us Bank | Direct payment from the plan, Trustee (institutional), Custodial (securities) | $57,520 |
| Fidelity Investments | Investment management fees (indirect), Investment management fees (direct), Securities brokerage | $45,096 |
| Western Asset Management Company | Investment management fees (indirect), Investment management fees (direct), Securities brokerage | $20,593 |