Communications Workers Of America Adjustable Pension Plan
Sponsored by Communications Workers Of America, Afl Cio, Clc · EIN 530246709 · Plan #002
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 465
- 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 |
| Intercontinental Real Estate Corporation CRD 112332 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cheiron | Actuarial, Consulting (pension), Direct payment from the plan | $65,400 |
| Segal Advisors, Inc. | Investment advisory (plan) | $31,470 |
| Slevin & Hart, P.C. | Legal | $19,125 |
| Calibre Cpa Group | Accounting | $16,710 |
| Intercontinental Real Estate Corpor | Investment management | $16,474 |