AUMdb

Ibew Local No. 223 Deferred Income Plan

Sponsored by Ibew Local No. 223 Union · EIN 041472089 · Plan #002 · Taunton, MA

Total assets
$30.2M
Net assets
$30.2M
Active participants
581
With balances
532

Plan year beginning 01/01/2024 · 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
Lapier Dillon & Assocates Pc Accounting $39,817
Zenith American Solutions Plan administrator $20,656
Segal Roitman Llp Legal, Direct payment from the plan $20,073
Solxsys Adminstrative Solutions Plan administrator $15,600
New Tower Management Trustee (individual) $11,933
Segal Marco Advisors Trustee (individual) $9,500