AUMdb

Redwood Empire Electrical Workers Individually Allocated Pension Plan

Sponsored by Board Of Trustees, Redwood Empire Electrical Workers Individually All · EIN 946186900 · Plan #001

Total assets
$283M
Net assets
$283M
Active participants
868
With balances
977

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
John Hancock Retirement Plan Srvs Recordkeeping, Participant loan processing, Float revenue $76,511
Segal Advisors Consulting (pension), Investment advisory (participants), Investment advisory (plan) $58,129
Redwood Empire Electric Workers H&W Other fees $52,619
Compliance Audit Services Accounting $22,059
Rael & Letson Consulting (general) $19,500
Miller Kaplan Arase Llp Accounting $19,300
Neyhart Anderson Legal $13,496
Saltzman & Johnson Legal $10,914
Vintage Communications Other fees $5,766