Local No. 661 Retirement Plan
Sponsored by Trustees Ibew 661 Retirement Plan · EIN 480930235 · Plan #001
- Total assets
- $29.6M
- Net assets
- $29.5M
- Active participants
- 238
- With balances
- 266
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Principal Life Insurance Company | Recordkeeping fees, Direct payment from the plan, Contract administrator | $87,717 |
| Kansas Chapter Neca | Direct payment from the plan, Contract administrator | $33,398 |
| Morrow & Co Llc | Direct payment from the plan, Accounting | $17,636 |
| Mcafee & Taft | Direct payment from the plan, Legal | $8,734 |
| Fee Insurance Group, Inc | Insurance services, Direct payment from the plan, Contract administrator | $5,249 |
| Ima Wealth, Inc | Other fees, Investment advisory (plan), Investment advisory (participants) | $0 |