AUMdb

Ibew Local No. 143 Pension Plan

Sponsored by Ibew Local No. 143 Pension Plan · EIN 902804302 · Plan #001

Total assets
$80.5M
Net assets
$80.3M
Active participants
365
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Pf Advisors, Llc CRD 277156 fuzzy_auto · 98% 2024
Asb Capital Management Llc CRD 110995 fuzzy_auto · 95% 2024
Mariner Institutional, Llc CRD 111964 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
D H Evans Tpa Dba Path Admin Contract administrator, Direct payment from the plan $181,200
Willig, Williams & Davidson Legal, Direct payment from the plan $58,567
Pfm Advisors Investment management, Investment management fees (direct) $47,959
Asb Capital Mgmt Llc Investment management, Investment management fees (direct) $38,084
Acrisure Actuarial, Direct payment from the plan $31,315
M & T Inv (Wilmington Trust) Custodial (securities), Other services, Direct payment from the plan $24,377
Mariner Institutional Llc Investment management, Investment management fees (direct) $18,750
Packer Thomas Accounting, Direct payment from the plan $16,338
Fox Rothschild Llp Legal, Direct payment from the plan $5,696