Ibew Local Union 64 Pension Plan
Sponsored by Ibew Local Union 64 Pension Plan Joint Board Of Trades · EIN 346654696 · Plan #002
- Total assets
- $43.2M
- Net assets
- $43.1M
- Active participants
- 313
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys, Inc. | Recordkeeping, Contract administrator | $42,203 |
| Mariner Institutional, Llc | Consulting (general) | $37,000 |
| The Horton Group | Actuarial, Consulting (pension) | $36,000 |
| American Realty Advisors | Investment management fees (direct), Investment management | $28,626 |
| Yurchyk & Davis Cpa's, Inc | Accounting | $28,080 |
| Pbgc Premium | Other insurance fees and expenses | $22,903 |
| National Real Estate Advisors | Investment management, Investment management fees (direct) | $17,428 |
| Faulkner, Hoffman & Phillips, Llc | Legal | $10,367 |
| Pnc Bank, National Association | Custodial (securities), Investment management, Recordkeeping | $9,191 |