Ibew Local Union No. 812 Annuity Plan
Sponsored by Trustees Of Ibew Local Union No. 812 Annuity Plan · EIN 232578198 · Plan #002
- Total assets
- $32.7M
- Net assets
- $32.7M
- Active participants
- 220
- With balances
- 156
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Custodial (securities), Recordkeeping, Valuation | $44,009 |
| Fabian & Byrne | Contract administrator | $24,070 |
| Packer Thomas | Accounting | $13,919 |
| Meyer, Unkovic & Scott Llp | Legal, Direct payment from the plan | $13,249 |
| Capfinancial Partners Llc | Investment management fees (indirect), Investment advisory (plan) | $6,864 |