Elevator Constructors Annuity And 401(k) Retirement Plan
Sponsored by Bd Of Trustees Of The Elev Constu Annuity And 401 K Ret Plan · EIN 522125995 · Plan #001
- Total assets
- $7.3B
- Net assets
- $7.3B
- Active participants
- 28,341
- With balances
- 32,732
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 |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nat'l Elev Ind Pension Plan | Other fees | $1,600,000 |
| Empower Annuity Ins. Co. Of America | Investment management fees (indirect), Sub-transfer agency fees, Float revenue | $946,250 |
| Segal Marco Advisors | Investment advisory (plan) | $208,000 |
| O'donoghue & O'donoghue | Legal | $195,759 |
| Daniel A. Winters & Co | Accounting | $104,537 |
| Seyfarth Shaw Llp | Legal | $44,284 |
| Gallagher Fiduciary Advisors | Investment advisory (plan) | $40,000 |
| Wells Fargo | Account maintenance fees | $35,817 |
| Trustee A | Trustee (individual) | $20,446 |
| Trustee B | Trustee (individual) | $18,431 |
| Segal Company | Consulting (general), Copying and duplicating, Direct payment from the plan | $17,830 |
| Trustee C | Trustee (individual) | $16,168 |
| Trustee D | Trustee (individual) | $15,632 |
| Trustee E | Trustee (individual) | $10,729 |
| Trustee F | Trustee (individual) | $6,557 |
| Trustee G | Trustee (individual) | $6,529 |
| Trustee H | Trustee (individual) | $6,040 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |
| T. Rowe Price | Investment management fees (indirect) | $0 |
| Janus Henderson | Investment management fees (indirect) | $0 |
| Vanguard | Investment management fees (indirect) | $0 |
| Vanguard | Investment management fees (indirect) | $0 |
| T. Rowe Price | Investment management fees (indirect) | $0 |
| T. Rowe Price | Investment management fees (indirect) | $0 |
| T. Rowe Price | Investment management fees (indirect) | $0 |
| T. Rowe Price | Investment management fees (indirect) | $0 |
| T. Rowe Price | Investment management fees (indirect) | $0 |
| T. Rowe Price | Investment management fees (indirect) | $0 |
| American Funds | Investment management fees (indirect) | $0 |
| Massachusetts Mutual Life Ins Co | Investment management fees (indirect), Other investment fees and expenses, Other fees | $0 |