AUMdb

Ibew Local 309 401(k) Retirement Plan

Sponsored by Trustees Of Ibew Local 309 401(k) Retirement Plan · EIN 841634780 · Plan #001

Total assets
$26.1M
Net assets
$26.0M
Active participants
591
With balances
591

Plan year beginning 01/01/2024 · 401(k)

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
Oneamerica Retirement Services Llc Recordkeeping $44,082
Scheffel Boyle Accounting $15,240
Local 309 Electrical Health And Wel Plan administrator $12,704
Oneamerica Investment Advisory Svs Investment advisory (plan) $6,833
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0