Ibew Local 968 Pension Fund
Sponsored by The Board Of Trustees Of The Ibew Local 968 Pension Fund · EIN 516106848 · Plan #001
- Total assets
- $73.2M
- Net assets
- $73.2M
- Active participants
- 355
- With balances
- 411
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Atlanta Consulting Group Advisors, Llc CRD 288169 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $85,801 |
| American Benefit Corporation | Investment management, Direct payment from the plan | $36,465 |
| Atlanta Consulting Group | Investment management, Direct payment from the plan | $28,838 |
| The Travelers Indemnity Company | Investment management, Direct payment from the plan | $26,335 |
| Gray Griffith And Mays Ac | Accounting, Direct payment from the plan | $9,941 |
| John F Dascoli Pllc | Legal, Direct payment from the plan | $8,590 |