Electrical Workers Local 242 401(k) Plan
Sponsored by Trustees Electrical Workers Local 242 401(k) Plan · EIN 411972744 · Plan #004
- Total assets
- $28.0M
- Net assets
- $28.0M
- Active participants
- 520
- With balances
- 633
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping | $31,678 |
| Matrix Trust Company | Custodial (securities), Shareholder servicing fees, Sub-transfer agency fees | $8,436 |
| Sageview Advisory Group | Investment advisory (participants) | $7,479 |
| Wilson Mcshane Corporation | Contract administrator | $6,600 |
| Legacy Professionals Llp | Accounting | $6,000 |