Iuoe Local 478 Annuity Fund
Sponsored by Board Of Trustees Iuoe Local 478 Annuity Fund · EIN 061230516 · Plan #001
- Total assets
- $377M
- Net assets
- $377M
- Active participants
- 3,617
- With balances
- 3,851
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, Direct payment from the plan | $242,676 |
| Reid & Riege, P.C. | Legal, Direct payment from the plan | $92,798 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $44,403 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $40,044 |
| Ideal Printing Company, Inc. | Other services, Direct payment from the plan | $8,526 |