American Postal Workers Union Employees' Retirement Plan
Sponsored by American Postal Workers Union, Afl Cio · EIN 520913725 · Plan #001
- Total assets
- $29.0M
- Net assets
- $28.9M
- Active participants
- 56
- With balances
- 0
Plan year beginning 01/01/2024
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 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Towers Watson Delaware Inc | Actuarial, Consulting (pension) | $124,396 |
| Segal Marco Advisors | Investment advisory (plan) | $45,424 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $31,872 |
| Calibre Cpa Group Llc | Accounting | $24,205 |