I.B.E.W. Local 1253 Retirement Plan
Sponsored by Bd Of Trustees I.B.E.W. Local 1253 Retirement Plan · EIN 016045419 · Plan #001
- Total assets
- $54.9M
- Net assets
- $54.7M
- Active participants
- 565
- With balances
- 473
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln Retirement Services Co. | Contract administrator, Recordkeeping, Custodial (securities) | $58,481 |
| Sageview | Investment advisory (plan), Direct payment from the plan | $40,000 |
| Retirement Solutions Group | Recordkeeping, Direct payment from the plan | $15,900 |
| Usi Consulting Group | Direct payment from the plan, Other fees | $9,900 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $6,683 |