I.B.E.W. Local 540 Security Plan
Sponsored by I.B.E.W. Local No. 540 Security · EIN 340225473 · Plan #003
- Total assets
- $89.7M
- Net assets
- $89.6M
- Active participants
- 889
- With balances
- 963
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Ubs Financial Services Inc. | Consulting (general) | $70,000 |
| Empower | Investment management, Recordkeeping fees | $64,556 |
| Macala & Piatt | Legal | $14,158 |
| Benesys Inc. | Contract administrator, Recordkeeping | $13,391 |
| Yurchyk & Davis Cpa's, Inc | Accounting | $9,400 |