Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Sponsored by Joint Board Of Trustees, Electrical · EIN 042471895 · Plan #002
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 8,300
- With balances
- 10,105
Plan year beginning 12/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Galliard Capital Management, Llc CRD 106487 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | fuzzy_auto · 95% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Local 103, Ibew Health Benefit Plan | Contract administrator, Direct payment from the plan | $522,000 |
| Asb Capital Mgmt | Investment management, Investment management fees (direct) | $344,798 |
| National Real Estate Advisors Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $253,007 |
| State Street Global Advisors | Investment management, Investment management fees (direct), Custodial (securities) | $59,033 |
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct) | $42,000 |
| Manzi & Associates L.L.C. | Accounting, Direct payment from the plan | $38,752 |
| Krakow, Souris & Landry | Legal, Direct payment from the plan | $9,053 |
| The Segal Company | Consulting (general), Direct payment from the plan | $7,500 |
| State Street Bank & Trust | Custodial (securities), Investment management fees (direct) | $6,245 |
| Chevy Chase Trust | Investment management, Investment management fees (indirect), Investment management fees (direct) | $0 |
| Galliard Capital Management | Investment management, Investment management fees (indirect) | $0 |
| New Tower Trust Company | Investment management, Investment management fees (indirect) | $0 |
| T. Rowe Price Trust Company | Investment management, Investment management fees (indirect) | $0 |
| Invesco National Trust Company | Investment management, Investment management fees (indirect) | $0 |