AUMdb

Southern Ct Ibew Annuity Plan

Sponsored by Bd Of Trustees Southern Ct Ibew Annuity Fund · EIN 060932220 · Plan #001

Total assets
$86.0M
Net assets
$85.9M
Active participants
484
With balances
651

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

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
Empower Annuity Insurance Co. Distribution (12b-1) fees, Account maintenance fees, Consulting fees $68,778
Morgan Stanley Global Banking Custodial (securities), Investment management fees (direct), Investment advisory (plan) $66,326
Zenith American Solutions Contract administrator, Direct payment from the plan $46,296
Solxsys Administrative Solutions Contract administrator, Direct payment from the plan $26,000
Robert M. Cheverie & Assoc Legal, Direct payment from the plan $20,000
Novak Francella Accounting, Direct payment from the plan $14,941
Segal Marco Advisors Investment advisory (plan), Direct payment from the plan $5,317