AUMdb

International Brotherhood Of Electrical Workers Seventh District Retirement Benefit And Trust Fund

Sponsored by Board Of Trustees Of International Brotherhood Of Electrical Workers · EIN 751679061 · Plan #001

Total assets
$94.5M
Net assets
$94.3M
Active participants
2,531
With balances
2,566

Plan year beginning 01/01/2024 · Money purchase

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
Smdw Cpa Contract administrator $108,390
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $69,745
Benefit Plans Administratoes, Inc. Recordkeeping, Custodial (securities), Participant loan processing $61,785
Conner & Winters Llp Legal $41,602
Amarillo Bank Custodial (securities), Investment advisory (plan), Investment management $37,771