The International Brotherhood Of Electrical Workers Local 7 Annuity Plan
Sponsored by International Brotherhood Of Elec Workers Union Local 7 · EIN 042733497 · Plan #002 · Springfield, MA
- Total assets
- $78.2M
- Net assets
- $78.2M
- Active participants
- 830
- With balances
- 915
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $146,983 |
| Reid And Riege Pc | Legal | $37,231 |
| Solxsys Administrative Solutions | Plan administrator | $34,000 |
| Lapier, Dillon & Associates, P.C. | Accounting | $14,232 |
| Zenith American Solutions | Plan administrator | $8,442 |
| Segal Marco Advisors | Securities brokerage, Securities brokerage commissions | $5,000 |