I.B.E.W. Local Union No. 479 Annuity / 401(k) Plan
Sponsored by Trustees Of I.B.E.W. Local Union No 479 Annuity 401 K Plan · EIN 203824733 · Plan #001
- Total assets
- $71.5M
- Net assets
- $71.3M
- Active participants
- 1,316
- With balances
- 1,704
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $220,077 |
| Jeana Duhon | Plan administrator, Employee (plan), Direct payment from the plan | $37,638 |
| Benefit Resources, Inc. | Recordkeeping, Direct payment from the plan | $31,088 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $30,000 |
| Edwards And Leathers, P.C. | Accounting, Direct payment from the plan | $16,500 |
| The Segal Company | Actuarial, Direct payment from the plan | $12,000 |