Electrical Workers Local 369 Retirement Fund
Sponsored by Electrical Workers Local 369 Retirement Fund · EIN 610957563 · Plan #001
- Total assets
- $549M
- Net assets
- $549M
- Active participants
- 4,037
- With balances
- 4,201
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Segal Marco Advisors | Investment advisory (plan) | $55,250 |
| Empower Life & Annuity Ins Co Of Ny | Contract administrator, Recordkeeping | $46,955 |
| Ledbetter Parisi, Llc | Legal | $39,428 |
| Cherry Bekaert Llp | Accounting | $34,000 |
| The Segal Company | Consulting (general) | $31,295 |
| Bridgeway Benefit Technologies | Consulting (general) | $7,582 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $549M | 4,037 | ack 20250915114132NAL0001064161001 |
| 01/01/2021 | $499M | 3,424 | ack 20250902121457NAL0014235937001 |
| 01/01/2020 | $453M | 3,354 | ack 20250828141906NAL0005581219001 |