AUMdb

Local 231 Ibew Retirement Plan

Sponsored by Local 231 Ibew And Iowa Neca Sioux City Division Joint Board Of Trust · EIN 421086362 · Plan #001

Total assets
$63.4M
Net assets
$63.3M
Active participants
453
With balances
441

Plan year beginning 02/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Investment Consulting Group Inc CRD 106967 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Zenith American Solutions Plan administrator $33,796
Deboer & Associates, Pc Accounting $27,880
Empower Annuity Insurance Company Recordkeeping fees, Recordkeeping, Custodial (securities) $23,783
Investment Consulting Group, Inc. Investment advisory (plan) $19,083
Blake & Uhlig, P.A. Legal $12,725