AUMdb

Communications Wkrs Of America 401(k) Tax Deferred Savings Plan

Sponsored by Communications Wkrs Of America · EIN 530246709 · Plan #005

Total assets
$103M
Net assets
$103M
Active participants
595
With balances
585

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 O Recordkeeping fees $69,194
Eberts & Harrison Inc Insurance services $11,978
Slevin & Hart, P.C. Legal $8,805
Segal Advisors Inc Investment advisory (plan) $6,250