Ibew Lu2221 Employee Retirement Plan
Sponsored by Northern Star Industries, Inc. · EIN 381683485 · Plan #005
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 406
- With balances
- 406
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group | Investment advisory (participants) | $21,230 |
| John Hancock Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $5,928 |