Local Union No 306 Ibew Pension Annuity Plan
Sponsored by Local Union 306 Ibew Pension Annuity Fund Trustees · EIN 346689590 · Plan #001
- Total assets
- $302M
- Net assets
- $302M
- Active participants
- 1,149
- With balances
- 1,407
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $96,583 |
| Ubs Financial Services Inc | Consulting (general) | $80,000 |
| Benesys, Inc | Contract administrator, Recordkeeping | $36,673 |
| Mariner Institutional, Llc | Consulting (general) | $26,000 |
| Faulkner, Hoffman & Phillips, Llc | Legal | $18,645 |
| Yurchyk & Davis Cpas Inc | Accounting | $11,100 |