Electrician's Retirement Fund
Sponsored by The Building Industry Electrical Contractors Association, Inc. · EIN 261140509 · Plan #001 · Holtsville, NY
- Total assets
- $236M
- Net assets
- $236M
- Active participants
- 921
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
| Crescent Capital Group Lp CRD 153966 | deterministic · 100% | 2024 |
| Fenimore Asset Management, Inc. CRD 110946 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dickinson Group, Llc | Actuarial, Claims processing, Contract administrator | $153,387 |
| Slevin & Hart, Pc | Legal, Direct payment from the plan | $105,651 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $93,370 |
| Lazard Asset Management | Investment management, Direct payment from the plan | $79,080 |
| Eric Olynik | Trustee (individual), Direct payment from the plan | $50,480 |
| Frank Rappo | Trustee (individual), Direct payment from the plan | $50,480 |
| Reynolds Consulting Services, Llc | Investment advisory (plan), Direct payment from the plan | $47,500 |
| Costarothbort Cpa Llc | Accounting, Direct payment from the plan | $44,922 |
| Sage Advisory Services Ltd Co. | Investment management, Direct payment from the plan | $44,475 |
| Barnes, Iaccarino, Shepherd, Llp | Legal, Direct payment from the plan | $39,025 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $34,993 |
| Crescent Capital Group | Investment management, Investment management fees (direct) | $26,828 |
| Fenimore Asset Management | Investment management, Investment management fees (direct) | $25,137 |
| First Actuarial Consulting Team Llc | Actuarial, Direct payment from the plan | $25,000 |
| Wilmington Trust, N.A. | Custodial (securities), Investment management, Investment management fees (direct) | $1,633 |