International Brotherhood Of Electrical Workers Local Union #756 Pension Fund
Sponsored by Board Of Trustees Ibew Local Union # 756 Pension Fund · EIN 596556447 · Plan #001
- Total assets
- $37.3M
- Net assets
- $37.3M
- Active participants
- 492
- With balances
- 492
Plan year beginning 05/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Sawgrass Asset Management Llc CRD 108831 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment management, Investment management fees (indirect) | $41,799 |
| Smith, Gambrell, & Russell, Llp | Legal, Direct payment from the plan | $38,701 |
| Wells Fargo Advisors | Investment advisory (plan), Investment management fees (direct) | $35,000 |
| National Employee Benefit Admin | Contract administrator, Direct payment from the plan | $25,831 |
| My Benefits Administrator, Llc | Contract administrator, Direct payment from the plan | $23,250 |
| Sawgrass Asset Management Llc | Investment management, Investment management fees (direct) | $7,595 |
| Steven D Eisenberg Cpa Pa | Accounting, Direct payment from the plan | $6,975 |