Ibew Local 595 Pension Plan
Sponsored by Board Of Trustees, Ibew Local 595 Pension Plan · EIN 946279541 · Plan #001
- Total assets
- $546M
- Net assets
- $545M
- Active participants
- 1,536
- 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 |
|---|---|---|
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Great Lakes Advisors, Llc CRD 110757 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sierra Investment Partners, Inc. | Investment management, Investment management fees (direct) | $843,837 |
| Washington Capital Management, Inc. | Investment management fees (direct) | $735,032 |
| Hamilton Lane Advisors, Llc | Investment management fees (indirect) | $372,079 |
| Victory Capital Management | Investment management, Soft dollars commissions | $332,417 |
| Benesys, Inc. | Plan administrator | $241,213 |
| Investment Performance Services Llc | Consulting (general), Investment advisory (plan) | $206,705 |
| Dodge & Cox | Investment management, Investment management fees (direct), Soft dollars commissions | $174,540 |
| Electrical Industry Service Corp. | Plan administrator | $157,368 |
| Great Lakes Advisors, Llc | Investment management, Investment management fees (direct) | $141,517 |
| Rael & Letson | Actuarial, Consulting (pension) | $105,103 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $61,437 |
| Leonard Carder, Llp | Legal | $55,543 |
| Miller Kaplan Arase Llp | Accounting | $47,510 |
| San Joaquin & Calaveras Cntys Jatc | Other services | $12,179 |
| Stephen Horn Insurance Services | Insurance brokerage commissions | $0 |