Retirement Plan For Employees Of International Brotherhood Of Electrical Workers Local 134
Sponsored by Ibew Local Union No. 134 · EIN 361264170 · Plan #001
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 15
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Milliman | Actuarial | $20,435 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan, Float revenue | $14,097 |
| Segal Marco Advisors | Investment advisory (plan) | $12,000 |
| Legacy Professionals Llp | Accounting | $9,500 |