Local Union No. 41 Ibew Annuity Fund
Sponsored by Trustees Of Local No. 41 Ibew Annuity · EIN 166069938 · Plan #001
- Total assets
- $141M
- Net assets
- $140M
- Active participants
- 1,545
- With balances
- 1,250
Plan year beginning 11/01/2024 · 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 |
|---|---|---|
| Local No. 41 Ibew Health Fund | Recordkeeping, Other services | $110,958 |
| The Vanguard Group, Inc. | Recordkeeping, Investment management fees (indirect) | $83,058 |
| Arcara Lenda Eusanio & Stacey, Cpas | Accounting | $22,313 |
| Blitman & King Llp | Legal | $18,799 |
| Jbm Computer Consultants | Recordkeeping, Consulting (general) | $12,057 |
| Segal Marco Advisors | Investment advisory (plan) | $10,500 |
| Netrio | Consulting (general) | $6,806 |