International Union Of Operating Engineers Local 4 Annuity
Sponsored by Board Of Trustees I.U.O.E. Local 4 Annuity Fund · EIN 043002474 · Plan #002
- Total assets
- $725M
- Net assets
- $725M
- Active participants
- 6,058
- With balances
- 6,298
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Fidelity Inv Instl Operation Co. | Valuation, Recordkeeping fees, Account maintenance fees | $179,397 |
| Vitech Systems Sub, Llc | Other services, Direct payment from the plan | $113,476 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $59,000 |
| Gregory A Geiman | Employee (plan), Direct payment from the plan | $50,134 |
| Law Office Of Kathryn S. Shea | Legal, Direct payment from the plan | $49,862 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $49,130 |
| Cap Financials Partners | Consulting (general), Investment advisory (plan), Direct payment from the plan | $45,833 |
| Rebecca Zaccardi | Employee (plan), Direct payment from the plan | $29,061 |
| Vsg Hosting Sub, Llc | Other services, Direct payment from the plan | $21,400 |
| 617 Media Group | Other services, Direct payment from the plan | $20,630 |
| O'donoghue & O' Donoghue | Legal, Direct payment from the plan | $20,449 |
| Cts Services Inc. | Other services, Direct payment from the plan | $8,222 |
| Cbiz Benefits & Insurance Services, | Actuarial, Consulting (general), Direct payment from the plan | $7,687 |
| Kroll Associates | Other services, Direct payment from the plan | $7,077 |
| Segal Select Insurance Services Inc | Legal, Direct payment from the plan, Insurance brokerage commissions | $0 |