Ibew Local No. 58 Annuity Fund
Sponsored by Board Of Trustees Of The Ibew Local No. 58 Annuity Fund · EIN 382749515 · Plan #002
- Total assets
- $919M
- Net assets
- $919M
- Active participants
- 5,364
- With balances
- 6,150
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Direct payment from the plan, Investment management fees (indirect), Sub-transfer agency fees | $264,450 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $215,000 |
| Christina Mills Turkaly | Employee (plan), Direct payment from the plan | $75,500 |
| E Craig Young | Employee (plan), Direct payment from the plan | $71,851 |
| Samuel Lukas | Employee (plan), Direct payment from the plan | $48,100 |
| Mcclain Smith & Wenz Pc | Accounting, Direct payment from the plan | $32,288 |
| Watkins Pawlick Calati & Prifti, Pc | Legal, Direct payment from the plan | $25,532 |
| Solxsys Administrative Solutions | Recordkeeping, Direct payment from the plan | $23,617 |
| Auxiom | Recordkeeping, Direct payment from the plan | $12,749 |
| Benesys Inc | Recordkeeping, Direct payment from the plan | $7,182 |
| Macqueen Insurance | Insurance agents and brokers, Direct payment from the plan | $7,050 |