I.B.E.W. Local 673 Profit Sharing Annuity Plan
Sponsored by I.B.E.W. Local 673 Profit Sharing Annuity Plan Board Of Trustees · EIN 346661994 · Plan #002
- Total assets
- $53.9M
- Net assets
- $53.8M
- Active participants
- 181
- With balances
- 651
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $61,687 |
| Solxsys Administrative Solutions | Contract administrator | $36,540 |
| Gallovic, Granito, & Co Ltd | Accounting | $31,246 |
| Macala & Piatt, L.L.C. | Legal | $13,530 |
| Ibew 673 Fringe Benefit Funds Inc | Contract administrator | $6,264 |
| Todd Associates, Inc. | Insurance services | $5,929 |
| John Hancock Retirement Plan Svcs | Recordkeeping, Custodial (securities), Participant loan processing | $2,455 |