I.B.E.W. Local No. 106 Annuity Plan
Sponsored by Trustees Of Local Union 106 Ibew Annuity Plan · EIN 166126150 · Plan #003 · Jamestown, NY
- Total assets
- $34.2M
- Net assets
- $34.1M
- Active participants
- 178
- With balances
- 222
Plan year beginning 11/01/2024 · Money purchase, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blitman & King Llp | Legal | $42,658 |
| John Hancock | Recordkeeping, Participant loan processing, Finders' fees/placement fees | $42,552 |
| Buffamante Whipple Buttafaro, P.C. | Accounting | $12,319 |
| Wellth Advisory Services, Llc | Investment advisory (plan) | $6,829 |