AUMdb

I. B. E. W. Local Union No. 124 401(k) Plan

Sponsored by I.B.E.W Local Union No. 124 · EIN 431269910 · Plan #005

Total assets
$157M
Net assets
$156M
Active participants
3,232
With balances
2,765

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
Segal Advisors, Inc. CRD 114687 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Float revenue $155,204
Local Union 124 Benefit Office Contract administrator, Other services, Direct payment from the plan $95,950
Arnold, Newbold, Sollars & Hollins Legal, Other services, Direct payment from the plan $66,426
Segal Marco Advisors Investment advisory (plan), Direct payment from the plan $20,322
Rubinbrown Llp Accounting, Other services, Direct payment from the plan $19,100
Construction Benefits Audit Corp Accounting, Direct payment from the plan $8,291