American Postal Workers Union Officers' Qualified Retirement Plan
Sponsored by American Postal Workers Union, Afl Cio · EIN 520913725 · Plan #333
- Total assets
- $120M
- Net assets
- $120M
- Active participants
- 99
- With balances
- 0
Plan year beginning 01/01/2024
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 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $191,444 |
| Towers Watson Delaware Inc | Actuarial, Consulting (pension) | $108,470 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $67,146 |
| Dayforce | Other services | $43,092 |
| Calibre Cpa Group Pllc | Accounting | $25,235 |