AUMdb

I.B.E.W. Local 241 Pension Plan

Sponsored by Board Of Trustees Of I.B.E.W. Local 241 Pension Plan · EIN 166118689 · Plan #001

Total assets
$27.3M
Net assets
$27.3M
Active participants
128
With balances
0

Plan year beginning 06/01/2024

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
Solxsys Administrative Solutions Contract administrator, Recordkeeping $74,340
Bolton Partners Northeast, Inc. Actuarial, Direct payment from the plan $50,000
Segal Advisors Investment management, Direct payment from the plan $41,083
Mengel Metzger Barr & Co Accounting, Direct payment from the plan $29,064
Blitman & King Legal, Direct payment from the plan $26,973
Chevy Chase Trust Trustee (institutional) $21,021