Board Of Electrical Workers Local #26 I.A. Individual Account Plan
Sponsored by Bd Of Trustees For Electrical Wkrs Loc No. 26 Individual Account Fund · EIN 521250801 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 12,273
- With balances
- 13,624
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Electrical Welfare Trust Fund | Contract administrator | $717,877 |
| Fidelity Invmts. Inst. Operations | Sub-transfer agency fees, Account maintenance fees, Recordkeeping fees | $655,515 |
| Sarfino And Rhoades, Llp | Accounting | $60,935 |
| Segal Marco Advisors | Investment advisory (plan) | $49,150 |
| O'donoghue And O'donoghue | Legal | $21,980 |
| Slevin & Hart P.C. | Legal | $13,019 |