Ibew 332 Pension Plan Part A
Sponsored by Board Of Trustees, Ibew 332 Pension Plan Part A · EIN 942688032 · Plan #004
- Total assets
- $817M
- Net assets
- $816M
- Active participants
- 2,079
- 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 |
|---|---|---|
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Rreef America L.L.C. CRD 109596 | deterministic · 100% | 2024 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 98% | 2024 |
| Conestoga Capital Advisors, Llc CRD 111750 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Real Estate Advisors, Llc | Investment management, Investment management fees (direct) | $368,021 |
| Rreef America L.L.C. | Investment management, Investment management fees (direct) | $192,533 |
| Panagora | Investment management, Investment management fees (direct) | $190,678 |
| Milliman | Actuarial, Direct payment from the plan | $162,512 |
| United Administrative Services | Contract administrator, Direct payment from the plan | $155,699 |
| Kraw Law Group | Legal, Direct payment from the plan | $147,986 |
| Investment Performance Services Llc | Investment advisory (plan), Direct payment from the plan | $146,625 |
| Loomis Sayles | Investment management, Investment management fees (direct) | $101,916 |
| Parametric Portfolio Associates Llc | Investment management, Investment management fees (direct) | $89,086 |
| Alliance Bernstein | Investment management, Investment management fees (direct) | $78,967 |
| Smart Source Critical Communication | Copying and duplicating, Direct payment from the plan | $76,836 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $66,724 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $55,000 |
| Matrix Trust Company | Custodial (securities), Direct payment from the plan | $44,720 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $27,500 |
| National Investment Services Of Ame | Investment management, Investment management fees (direct) | $26,533 |
| Conestoga Capital Advisors Llc | Investment management, Investment management fees (direct) | $17,969 |