AUMdb

Ibew Local No. 223 Pension

Sponsored by Ibew Local No. 223 Union · EIN 042780301 · Plan #005 · Taunton, MA

Total assets
$69.4M
Net assets
$69.4M
Active participants
340
With balances
0

Plan year beginning 01/01/2024

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 & Associates Pc Accounting $60,793
Zenith American Solutions Plan administrator $58,016
Segal Consulting Direct payment from the plan $55,893
Segal Marco Advisors Trustee (individual) $54,477
Loomis Sayes And Co Lp Trustee (individual) $40,907
Segal Roitman Llp Legal, Direct payment from the plan $40,385
Solxsys Administrative Solutions Plan administrator $40,000
Us Bank Trustee (individual) $24,712