I.B.E.W. Local #490 Annuity Plan
Sponsored by Joint Board Of Trustee Of I.B.E.W. · EIN 026075267 · Plan #002
- Total assets
- $33.2M
- Net assets
- $33.1M
- Active participants
- 378
- With balances
- 408
Plan year beginning 06/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| I.B.E.W. Local 490 Pension Fund | Plan administrator, Direct payment from the plan | $42,000 |
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan | $33,340 |
| Segal Marco Advisors | Investment management, Investment management fees (direct) | $18,333 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $12,833 |
| Krakow, Souris & Landry Llc | Legal, Direct payment from the plan | $10,000 |
| Empower Advisory Group Llc | Investment management, Investment management fees (direct) | $6,142 |