I. B. E. W. Local 25 401 K Fund
Sponsored by Board Of Trustees Of I.B.E.W. Local 25 401 K Fund · EIN 112744709 · Plan #003
- Total assets
- $429M
- Net assets
- $428M
- Active participants
- 2,394
- With balances
- 2,902
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 |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Investment Services | Investment management, Investment management fees (direct) | $143,573 |
| Bank Of New York Mellon | Custodial (securities), Investment management, Investment management fees (direct) | $134,846 |
| Loomis Sayles Trust Company, Llc | Investment management, Investment management fees (direct) | $100,205 |
| Panagora Asset Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $84,684 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $75,648 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $67,697 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $38,000 |
| Archer, Byington, Glennon & Levine | Legal, Direct payment from the plan | $20,694 |
| Berard & Associates, Cpa's Pc | Accounting, Direct payment from the plan | $5,400 |
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $0 |