Irish Davis Bacon Pension Plan And Trust
Sponsored by Irish Construction · EIN 951529901 · Plan #004
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 155
- With balances
- 198
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| M Group Investment Advisor, Llc CRD 160128 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| M Group Investment Advisors Llc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $26,427 |
| Davis Bacon Penison Plans, Inc | Contract administrator, Valuation, Participant communication | $21,166 |
| Empower Annuity Insurance | Recordkeeping, Direct payment from the plan | $17,461 |
| Empower Retirement Advisory Service | Investment advisory (participants), Investment management fees (direct) | $6,934 |