Electrical Workers Local No. 292 Defined Contribution And 401 K Plan
Sponsored by Trustees Electrical Workers Local No.292 Defined Contribution And 401 K · EIN 411760754 · Plan #002
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 5,698
- With balances
- 6,319
Plan year beginning 05/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| John Hancock Investment Management Llc CRD 105790 | fuzzy_auto · 93% | 2024 |
| Galliard Capital Management, Llc CRD 106487 | deterministic · 100% | 2024 |
| Smith Group Asset Management, Llc CRD 313265 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | fuzzy_auto · 97% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| I.B.E.W. 292 Health Care Plan | Contract administrator, Direct payment from the plan | $375,206 |
| John Hancock Investment Mgmt Scvs | Recordkeeping, Investment management, Investment management fees (direct) | $337,365 |
| Galliard Capital Management, Llc | Investment management | $195,281 |
| Smith Group Asset Management, Llc | Investment management, Soft dollars commissions | $158,463 |
| Wedge Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $142,416 |
| Shumaker Loop & Kendrick, Llp | Legal | $92,411 |
| Midwest Institutional Trust Company | Custodial (securities) | $87,357 |
| Segal Marco Advisors | Investment advisory (plan) | $77,000 |
| Legacy Professionals Llp | Accounting | $27,030 |