AUMdb

I B E W Local 673 Pension Plan

Sponsored by Trustees Of Plan I B E W Local 673 Pension Plan · EIN 346661994 · Plan #001

Total assets
$84.9M
Net assets
$84.8M
Active participants
157
With balances
0

Plan year beginning 01/01/2024 · Covers self-employed individuals

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Manning & Napier Advisors, Llc CRD 105992 fuzzy_auto · 93% 2024
Newport Investment Advisors Inc CRD 113175 fuzzy_auto · 94% 2024
Ancora Advisors Llc CRD 124674 deterministic · 100% 2024
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024
Boyd Watterson Asset Management, Llc CRD 107808 deterministic · 100% 2024
National Real Estate Advisors, Llc CRD 148615 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Solxsys Administrative Solutionsllc Contract administrator $137,480
Manning And Napier Advisors Investment management $136,583
Newport Investments Investment management $113,110
Ancora Advisors Investment management $90,243
United Actuarial Services Inc Actuarial $52,200
Ubs Financial Services Investment advisory (plan) $50,000
Gallovic, Granito, & Co Ltd Accounting $35,090
Fifth Third Bank Trustee (institutional) $28,286
Macala & Piatta, L.L.C. Legal $21,303
Pension Benefit Guaranty Corp Insurance services $21,090
Todd Associates Inc Insurance services $10,426
National Real Estate Advisors Investment management $10,051
Ibew 673 Fringe Benefits Funds Inc Contract administrator $9,583
Boyd Watterson Asset Management Llc Investment management $7,475
Invesco Trust Company Investment management, Other insurance wrap fees $0