Ibew Local 683 Profit Sharing Annuity Plan
Sponsored by Ibew Local 683 Board Of Trustees · EIN 341442087 · Plan #002
- Total assets
- $249M
- Net assets
- $248M
- Active participants
- 3,539
- With balances
- 4,239
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 |
|---|---|---|
| Segal Marco Advisors | Investment advisory (plan), Investment management fees (direct) | $75,000 |
| Ibew Neca Service Center | Plan administrator, Copying and duplicating, Direct payment from the plan | $61,738 |
| Allotta Farley Co, Lpa | Legal, Direct payment from the plan | $29,572 |
| Segal Select Insurance | Insurance agents and brokers, Insurance brokerage commissions | $26,145 |
| Tic Midwest | Plan administrator, Direct payment from the plan, Copying and duplicating | $25,361 |
| Dgperry, Pllc | Accounting, Direct payment from the plan | $24,517 |
| Fidelity Investment Inst.Oper.Co. | Recordkeeping fees, Participant loan processing, Account maintenance fees | $17,350 |