Ibew Local 56 Employees Deferred Savings Plan
Sponsored by Board Of Trustees Ibew Local 56 Employees Deferred Savings Plan · EIN 251409929 · Plan #002
- Total assets
- $53.5M
- Net assets
- $53.4M
- Active participants
- 326
- With balances
- 365
Plan year beginning 06/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard | Recordkeeping, Custodial (securities) | $20,224 |
| Mariner Institutional, Llc | Investment advisory (plan) | $19,510 |
| Diclaudio & Kramer, Llc | Accounting | $12,138 |
| Meyer, Unkovic, & Scott, Llp | Legal | $6,992 |