Ibew Local Union No 237 Annuity Fund
Sponsored by Ibew Local Union No 237 Annuity Fund · EIN 161378286 · Plan #002 · Niagara Falls, NY
- Total assets
- $22.2M
- Net assets
- $22.1M
- Active participants
- 273
- With balances
- 444
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| Segal Marco Advisors | Investment advisory (plan) | $60,007 |
| Blitman & King, Llp | Legal | $28,718 |
| Ibew Local 237 Health & Welfare Fun | Recordkeeping | $27,759 |
| Bonadio & Co., Llp | Accounting | $19,995 |
| Wilmington Trust | Investment management | $16,620 |