AUMdb

Ibew Local 508 Pension Fund

Sponsored by Ibew Local 508 Pension Fund · EIN 586117431 · Plan #002

Total assets
$83.2M
Net assets
$83.2M
Active participants
527
With balances
795

Plan year beginning 07/01/2024 · Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Vanguard Group, Inc. Recordkeeping, Shareholder servicing fees, Direct payment from the plan $55,196
Morgan Stanley Global Banking Investment advisory (plan), Direct payment from the plan $30,000
National Employee Benefit Admin Contract administrator, Direct payment from the plan $24,115
Novak Francella, Llc Accounting, Direct payment from the plan $22,000
Smith, Gambrell And Russell, Llp Legal, Direct payment from the plan $18,669
Bha Consulting Llc Consulting (general), Direct payment from the plan $8,700