Ibew Local 613 Defined Contribution Pension Plan
Sponsored by Trustees Of Ibew Local 613 Defined Contribution Pension Plan · EIN 581577291 · Plan #001
- Total assets
- $752M
- Net assets
- $752M
- Active participants
- 5,140
- With balances
- 6,921
Plan year beginning 01/01/2024 · Age/service weighted or new comparability
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc | Investment advisory (participants) | $612,408 |
| Vanguard Group Inc | Recordkeeping, Investment management fees (indirect), Soft dollars commissions | $352,854 |
| National Employee Benefits Admin | Contract administrator, Copying and duplicating, Other services | $107,779 |
| Arnall Golden Gregory Llc | Legal, Other services | $104,986 |
| Investment Performance Services | Investment advisory (plan) | $40,000 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Other services | $39,053 |
| Bha Consulting Services Llc | Consulting (pension) | $5,690 |
| Brentwood Asset Advisors Inc | Consulting (pension) | $5,000 |