AUMdb

Electrical Construction Industry Annuity Plan

Sponsored by Electrical Construction Industry Annuity Plan Board Of Trustees · EIN 391711748 · Plan #001

Total assets
$403M
Net assets
$403M
Active participants
3,812
With balances
5,280

Plan year beginning 06/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Capital Investment Advisors Inc CRD 107772 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Neca Milw. Ch. Trustee (discretionary) $210,251
Elec. Const. Pen. Plan Trustee (discretionary) $204,893
Reinhart Et Al Insurance agents and brokers $69,417
Reilly Et Al Cpa Accounting $42,325
Strategic Capital Investment Adv. Investment advisory (plan) $35,625