Ibew Local 1340 Maintenance Employees' Retirement Fund 401(k) Plan & Trust
Sponsored by Jacobs Technology Inc. · EIN 620510412 · Plan #007 · Hampton, VA
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 89
- With balances
- 116
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Llc | Investment advisory (plan) | $28,981 |
| Forvis Mazars, Llp | Accounting | $18,765 |
| Pbmares, Llp | Accounting | $14,687 |
| Usi Insurance | Insurance agents and brokers | $9,259 |
| Woods Rogers Vandeventer Black Plc | Legal | $5,858 |
| Davenport & Company, Inc. | Securities brokerage commissions | $0 |