I.B.E.W. Local 855 Defined Contribution Pension Plan & Trust
Sponsored by I.B.E.W. Local 855 Defined Contribution Pension Trust Fund · EIN 351450886 · Plan #001
- Total assets
- $24.6M
- Net assets
- $24.4M
- Active participants
- 296
- With balances
- 537
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Procourse Fiduciary Advisors, Llc CRD 164328 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Procourse Fiduciary Advisors, Llc | Investment advisory (plan) | $25,000 |
| Whitinger & Company, Llc | Accounting | $17,500 |
| Healthscope Benefits, Inc | Plan administrator, Recordkeeping | $14,506 |
| Pnc Bank | Custodial (securities) | $12,039 |
| Ledbetter Partners Llc | Legal | $10,998 |
| Lm Henderson & Company, Llp | Accounting | $8,850 |
| Acrisure Llc Dba United Insurance | Insurance services | $8,143 |