Ibew Local 595 Money Purchase Pension Plan
Sponsored by Board Of Trustees, Ibew Local 595 Money Purchase · EIN 946125583 · Plan #002
- Total assets
- $547M
- Net assets
- $546M
- Active participants
- 1,599
- With balances
- 3,199
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dodge And Cox | Investment management, Investment management fees (indirect) | $585,059 |
| Benesys, Inc. | Plan administrator | $238,180 |
| Electrical Industry Service Corp | Plan administrator | $163,127 |
| Fidelity Inv Inst Operations Co Inc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $157,947 |
| Investment Performance Srvcs, Llc | Consulting (general), Investment advisory (plan) | $56,000 |
| Leonard Carder, Llp | Legal, Direct payment from the plan | $48,074 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $45,220 |
| Rael & Letson | Actuarial, Consulting (pension) | $25,585 |
| San Joaquin & Calaveras Cntys Jatc | Other services | $10,799 |
| Stephen Horn Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |