AUMdb

Maryland Electrical Industry Severance & Annuity Fund

Sponsored by Md Electrical Industry S&A Fund · EIN 521042609 · Plan #001

Total assets
$329M
Net assets
$329M
Active participants
3,045
With balances
3,376

Plan year beginning 01/01/2024 · Partial 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 Company Claims processing, Recordkeeping, Participant communication $254,337
American Benefit Corporation Accounting, Plan administrator, Direct payment from the plan $82,552
Abato, Rubenstein And Abato, P.A. Legal, Direct payment from the plan $79,743
Prudential Retirement Insurance Claims processing, Recordkeeping, Participant communication $48,857
Zenith American Solutions Accounting, Plan administrator, Direct payment from the plan $30,126
Calibre Cpa Group Pllc Accounting, Direct payment from the plan $18,706
Segal Marco Advisors Investment advisory (plan), Direct payment from the plan $12,255
M&T Bank Custodial (securities), Direct payment from the plan $5,843