Ibew Local 150 Supplemental Pension Fund
Sponsored by Trustees Under Ibew 150 Supplemental Pension Fund · EIN 364446184 · Plan #002
- Total assets
- $311M
- Net assets
- $310M
- Active participants
- 1,372
- With balances
- 1,372
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Capital Investment Advisors Inc CRD 107772 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Capital Investment Adviso | Investment advisory (plan) | $50,000 |
| Reinhart Boerner Van Deuren S.C. | Legal | $46,881 |
| Tic Intl Corp | Contract administrator | $23,999 |
| United Healthcare | Contract administrator | $19,810 |
| Ibew Local Union 150 | Other services | $19,247 |
| Calibre Cpa Group, Pllc | Accounting | $19,212 |
| John Hancock Retirement Services | Custodial (securities) | $7,784 |