Electrical Workers Pension Fund
Sponsored by Board Of Trustees Electrical Workers Pension Fund · EIN 416052631 · Plan #001
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 576
- 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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilson Mcshane Corporation | Contract administrator, Recordkeeping | $184,882 |
| Transamerica Retirement Solutions | Custodial (securities), Investment management, Shareholder servicing fees | $35,464 |
| United Actuarial Services, Inc. | Actuarial | $25,700 |
| Legacy Professionals Llp | Accounting | $18,538 |
| Wells Fargo | Custodial (other) | $14,789 |
| Andrew, Bransky & Poole, P.A | Legal | $8,896 |