International Brotherhood Of Electrical Workers Local Union 98 Profit Sharing Plan
Sponsored by Local Union 98 I.B.E.W. Trustees Profit Sharing Plan · EIN 232289872 · Plan #002
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 3,867
- With balances
- 4,631
Plan year beginning 01/01/2024 · 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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Investment management, Direct payment from the plan, Investment management fees (indirect) | $168,781 |
| Frank M. Vaccaro & Associates | Contract administrator, Direct payment from the plan | $115,163 |
| Cleary, Josem & Trigiani Llp | Legal, Direct payment from the plan | $73,614 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $62,702 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Ibew Local 98 | Legal, Direct payment from the plan | $17,293 |