Communications Workers Of America Plan For Employees' Pensions
Sponsored by Communications Workers Of America, Afl Cio, Clc · EIN 530246709 · Plan #001
- Total assets
- $129M
- Net assets
- $129M
- Active participants
- 116
- 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 |
|---|---|---|
| Segal Marco Advisors, Inc. | Investment advisory (plan) | $116,000 |
| Cheiron, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $73,488 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $64,583 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $49,750 |
| Truist Bank | Custodial (securities), Direct payment from the plan, Float revenue | $20,363 |
| Newtower Trust Company | Investment management | $17,364 |
| Slevin & Hart, Pc | Legal | $16,995 |