Ibew Local 325 Pension Fund
Sponsored by Trustees Of Ibew Local 325 Pension Fund · EIN 166098105 · Plan #001 · Binghamton, NY
- Total assets
- $73.1M
- Net assets
- $73.0M
- Active participants
- 253
- With balances
- 0
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal | Custodial (other), Investment management fees (direct) | $116,641 |
| Manning & Napier | Investment management | $114,841 |
| Bolton Partners Northeast, Inc. | Actuarial | $46,725 |
| Investment Performance Services, Ll | Investment advisory (plan), Direct payment from the plan | $42,750 |
| Blitman & King | Insurance agents and brokers | $31,950 |
| Segall Bryant & Hamill | Investment management fees (direct) | $31,705 |
| Jpmorgan Chase Bank National | Investment management fees (direct) | $22,911 |
| D'arcangelo & Co., Llp | Accounting | $17,600 |
| Joseph W. Mccarthy & Associates | Accounting | $5,234 |
| Investment management fees (indirect) | $0 |