The Officials, Business Representatives Office & Clerical Employees Of Local Union No. 3, Ibew, Afl Cio 401(k) Plan
Sponsored by Local Union No. 3, Ibew, Afl Cio · EIN 135574127 · Plan #099
- Total assets
- $31.5M
- Net assets
- $31.5M
- Active participants
- 71
- With balances
- 129
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| State Street Corporation | Custodial (securities), Direct payment from the plan | $6,427 |
| Empower Annuity Insurance Company O | Direct payment from the plan, Recordkeeping fees | $5,739 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $5,000 |
| Prudential Retirement Insurance & A | Contract administrator, Direct payment from the plan | $853 |