AUMdb

Ibew Local No. 143 Annuity Plan

Sponsored by Ibew Local No. 143 Annuity Plan · EIN 232520680 · Plan #002

Total assets
$70.9M
Net assets
$70.9M
Active participants
379
With balances
526

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed

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
D H Evans Tpa Llc Dba Path Admin Contract administrator, Direct payment from the plan $119,520
Packer Thomas Accounting, Direct payment from the plan $17,022
Willig, Williams & Davidson Legal, Direct payment from the plan $15,172
Segal Select Insurance Services Insurance services $12,407
Morningstar Investment advisory (plan) $0