Ibew Local #241 Annuity Plan
Sponsored by Ibew Local 241 · EIN 166118689 · Plan #002
- Total assets
- $36.1M
- Net assets
- $36.1M
- Active participants
- 193
- With balances
- 218
Plan year beginning 06/01/2024 · Money purchase, 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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mengel, Metzger, Barr & Co. Llp | Accounting | $32,382 |
| Blitman & King | Legal, Direct payment from the plan | $28,700 |
| Solxsys Administrative Solutions | Contract administrator, Recordkeeping | $28,500 |
| Segal Advisors | Investment advisory (plan), Investment management | $23,000 |
| Voya Retirement Advisors | Investment advisory (participants), Direct payment from the plan | $12,309 |