Ibew Local 688 Retirement Fund
Sponsored by Board Of Trustees Of Ibew Local 688 Retirement Fund · EIN 341536966 · Plan #002
- Total assets
- $18.8M
- Net assets
- $18.6M
- Active participants
- 200
- With balances
- 372
Plan year beginning 06/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| I.B.E.W. 688 Fringe Benefit Funds | Recordkeeping, Direct payment from the plan | $24,008 |
| Dgperry, Pllc | Accounting, Direct payment from the plan | $14,490 |
| National Real Estate Advisors Llc | Custodial (other), Investment management fees (indirect) | $14,409 |
| Mariner Wealth Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $10,795 |
| Liberty Insurance Agency | Insurance agents and brokers, Direct payment from the plan | $10,736 |
| Benesys Inc | Plan administrator, Direct payment from the plan | $10,603 |
| Macala & Piatt Llc | Direct payment from the plan, Legal | $6,212 |
| Fifth Third | Custodial (securities), Investment management fees (indirect) | $5,000 |